St. Peter'S Hospital 403(B) Tax Deferred Savings Plan — Form 5500 plan (St. Peters Health)
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. Peter'S Hospital 403(B) Tax Deferred Savings Plan is a benefit plan reported by St. Peters Health under EIN 81-0233121 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,540 participants and $115,742,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Peters Health
- EIN
- 81-0233121
- Plan number
- 002
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 2,540
- End-of-year plan assets
- $115,742,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,540 | H, C | 20241014131119NAL0013328195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,742,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,742,755
- Net assets (BOY)
- $91,863,195
Income & contributions
- Employer contributions
- $5,202,397
- Participant contributions
- $8,728,216
- Total contributions
- $15,560,695
- Total income / additions
- $32,072,520
Expenses & distributions
- Benefits paid
- $7,929,598
- Administrative expenses
- $279,825
- Total expenses
- $8,209,582
- Net increase / (decrease)
- $23,862,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $279,825 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Peters Health
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation