Community Hospital 403(B) Plan — Form 5500 plan (Colorado West Healthcare System Dba Community Hospital)
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, Community Hospital 403(B) Plan is a benefit plan reported by Colorado West Healthcare System Dba Community Hospital under EIN 84-0469270 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,468 participants and $57,889,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado West Healthcare System Dba Community Hospital
- EIN
- 84-0469270
- Plan number
- 004
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 1,468
- End-of-year plan assets
- $57,889,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,468 | H, C | 20241010180934NAL0010329139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,889,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,889,849
- Net assets (BOY)
- $45,089,340
Income & contributions
- Employer contributions
- $2,546,333
- Participant contributions
- $5,782,872
- Total contributions
- $10,873,396
- Total income / additions
- $19,385,580
Expenses & distributions
- Benefits paid
- $6,420,799
- Administrative expenses
- $156,877
- Total expenses
- $6,585,071
- Net increase / (decrease)
- $12,800,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,876 | $0 | 2023 |
| Eagle Strategies, LLC | INVESTMENT ADVISORY | $0 | $54,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado West Healthcare System Dba Community Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Grand Junction, CO
- Principal Life Insurance Company — Schedule C compensation
- Eagle Strategies, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation