Mt. San Rafael Hospital Matching Retirement Plan — Form 5500 plan (Trinidad Area Health Association)
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, Mt. San Rafael Hospital Matching Retirement Plan is a benefit plan reported by Trinidad Area Health Association under EIN 84-0586742 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $2,529,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinidad Area Health Association
- EIN
- 84-0586742
- Plan number
- 001
- Plan type
- 2
- Location
- Trinidad, CO
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $2,529,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015121123NAL0029559169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,529,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,529,271
- Net assets (BOY)
- $2,116,579
Income & contributions
- Employer contributions
- $291,045
- Participant contributions
- $0
- Total contributions
- $291,045
- Total income / additions
- $632,156
Expenses & distributions
- Benefits paid
- $206,258
- Administrative expenses
- $3,517
- Total expenses
- $219,464
- Net increase / (decrease)
- $412,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $155 | $7,638 | 2023 |