United Indian Health Services 403(B) Plan — Form 5500 plan (United Indian Health Services)

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, United Indian Health Services 403(B) Plan is a benefit plan reported by United Indian Health Services under EIN 23-7088205 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $9,535,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Indian Health Services
EIN
23-7088205
Plan number
001
Plan type
2
Location
Arcata, CA
Latest filing year
2023
Participants
317
End-of-year plan assets
$9,535,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241014154621NAL0026616817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,535,257
Total liabilities (EOY)
$0
Net assets (EOY)
$9,535,257
Net assets (BOY)
$7,460,098

Income & contributions

Employer contributions
$462,960
Participant contributions
$925,002
Total contributions
$1,689,148
Total income / additions
$2,614,233

Expenses & distributions

Benefits paid
$536,611
Administrative expenses
$2,463
Total expenses
$539,074
Net increase / (decrease)
$2,075,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$2,463$02023

Related Form 5500 pages