St. Mary'S & Clearwater Valley Hospitals And Clinics 403(B) Plan — Form 5500 plan (St. Marys Hospital And Clinics)
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. Mary'S & Clearwater Valley Hospitals And Clinics 403(B) Plan is a benefit plan reported by St. Marys Hospital And Clinics under EIN 82-0226453 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $18,657,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Marys Hospital And Clinics
- EIN
- 82-0226453
- Plan number
- 001
- Plan type
- 2
- Location
- Cottonwood, ID
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $18,657,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241015173152NAL0050692016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,657,931
- Total liabilities (EOY)
- $21,109
- Net assets (EOY)
- $18,636,822
- Net assets (BOY)
- $16,126,007
Income & contributions
- Employer contributions
- $884,614
- Participant contributions
- $2,016,959
- Total contributions
- $2,956,397
- Total income / additions
- $5,828,338
Expenses & distributions
- Benefits paid
- $3,228,114
- Administrative expenses
- $89,409
- Total expenses
- $3,317,523
- Net increase / (decrease)
- $2,510,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Randall & Hurley | NONE | $56,874 | $0 | 2023 |
| Rbc Wealth Management | NONE | $48,151 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,080 | $0 | 2023 |