Retirement Income Plan For Employees Of Northern Arizona Healthcare — Form 5500 plan (Northern Arizona Healthcare)
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, Retirement Income Plan For Employees Of Northern Arizona Healthcare is a benefit plan reported by Northern Arizona Healthcare under EIN 74-2410946 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,037 participants and $151,614,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Arizona Healthcare
- EIN
- 74-2410946
- Plan number
- 001
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 1,037
- End-of-year plan assets
- $151,614,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,037 | H, C | 20241009151907NAL0031687280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,614,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,614,270
- Net assets (BOY)
- $150,357,191
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $19,319,235
Expenses & distributions
- Benefits paid
- $16,795,525
- Administrative expenses
- $1,266,631
- Total expenses
- $18,062,156
- Net increase / (decrease)
- $1,257,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management Co. | NONE | $162,686 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $130,885 | $6,069 | 2023 |
| Kiltearn Partners Llp | NONE | $79,609 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $78,790 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $38,985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Arizona Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Flagstaff, AZ
- Wellington Management Co. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Kiltearn Partners Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation