St. Joseph Holdings, LLC Employee Benefit Plan & Trust — Form 5500 plan (St. Joseph Holdings, LLC)
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, St. Joseph Holdings, LLC Employee Benefit Plan & Trust is a benefit plan reported by St. Joseph Holdings, LLC under EIN 80-0109664 and plan number 501. The latest loaded filing year is 2023. The filing reports 661 participants and $1,207,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph Holdings, LLC
- EIN
- 80-0109664
- Plan number
- 501
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $1,207,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20250317110730NAL0001545201005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,207,765
- Total liabilities (EOY)
- $687,278
- Net assets (EOY)
- $520,487
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $5,289,844
- Participant contributions
- $2,529,375
- Total contributions
- $7,819,219
- Total income / additions
- $7,848,621
Expenses & distributions
- Benefits paid
- $6,799,258
- Administrative expenses
- $528,876
- Total expenses
- $7,328,134
- Net increase / (decrease)
- $520,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield Of La | CONTRACT | $519,953 | not reported in the loaded dataset | 2023 |
| Hub International Midwest | CONTRACT | $33,131 | not reported in the loaded dataset | 2023 |
| National Benefit Corporation | CONTRACT | $8,835 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Joseph Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Blue Cross And Blue Shield Of La — Schedule C compensation
- Hub International Midwest — Schedule C compensation
- National Benefit Corporation — Schedule C compensation