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, Cottage Health 403(B) Retirement Savings Plan is a benefit plan reported by Cottage Health under EIN 77-0431902 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,358 participants and $51,956,294 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,956,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,956,294
- Net assets (BOY)
- $34,999,130
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $10,091,789
- Total contributions
- $10,449,439
- Total income / additions
- $17,833,615
Expenses & distributions
- Benefits paid
- $1,501,842
- Administrative expenses
- $89,456
- Total expenses
- $1,591,298
- Net increase / (decrease)
- $16,242,317