Southwest Health System Inc. Employee Retirement Plan — Form 5500 plan (Southwest Health System Inc.)
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, Southwest Health System Inc. Employee Retirement Plan is a benefit plan reported by Southwest Health System Inc. under EIN 84-1337350 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $21,741,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Health System Inc.
- EIN
- 84-1337350
- Plan number
- 001
- Plan type
- 2
- Location
- Cortez, CO
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $21,741,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20241002082411NAL0013925600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,741,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,741,932
- Net assets (BOY)
- $18,564,553
Income & contributions
- Employer contributions
- $486,436
- Participant contributions
- $1,485,913
- Total contributions
- $2,752,964
- Total income / additions
- $5,820,582
Expenses & distributions
- Benefits paid
- $2,623,458
- Administrative expenses
- $19,641
- Total expenses
- $2,643,203
- Net increase / (decrease)
- $3,177,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,175 | $71,949 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $17,666 | not reported in the loaded dataset | 2023 |