North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan — Form 5500 plan (North Country Health System, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan is a benefit plan reported by North Country Health System, Inc. under EIN 03-0185556 and plan number 001. The latest loaded filing year is 2023. The filing reports 939 participants and $67,170,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Country Health System, Inc.
- EIN
- 03-0185556
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, VT
- Latest filing year
- 2023
- Participants
- 939
- End-of-year plan assets
- $67,170,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 939 | H, C | 20241004094200NAL0005595219002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,170,227
- Net assets (EOY)
- $67,170,227
- Net assets (BOY)
- $57,207,644
Income & contributions
- Employer contributions
- $1,866,002
- Participant contributions
- $2,875,184
- Total contributions
- $4,952,147
- Total income / additions
- $15,293,770
Expenses & distributions
- Benefits paid
- $5,211,257
- Administrative expenses
- $119,930
- Total expenses
- $5,331,187
- Net increase / (decrease)
- $9,962,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,280 | $0 | 2023 |
| Capfinancial Partners, LLC | BROKER | $56,650 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Country Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Newport, VT
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation