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, Bertrand Chaffee Hospital 403 B Retirement Plan is a benefit plan reported by Bertrand Chaffee Hospital, Inc. under EIN 16-0743921 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $8,085,856 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,085,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,085,856
- Net assets (BOY)
- $6,519,277
Income & contributions
- Employer contributions
- $300,979
- Participant contributions
- $796,035
- Total contributions
- $1,147,711
- Total income / additions
- $2,238,330
Expenses & distributions
- Benefits paid
- $627,534
- Administrative expenses
- $44,217
- Total expenses
- $671,751
- Net increase / (decrease)
- $1,566,579