Summitstone Health Partners 403(B) Retirement Plan — Form 5500 plan (Summitstone Health Partners)
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, Summitstone Health Partners 403(B) Retirement Plan is a benefit plan reported by Summitstone Health Partners under EIN 84-1512383 and plan number 003. The latest loaded filing year is 2023. The filing reports 549 participants and $16,693,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summitstone Health Partners
- EIN
- 84-1512383
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $16,693,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241015105702NAL0014440259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,693,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,693,069
- Net assets (BOY)
- $12,880,089
Income & contributions
- Employer contributions
- $1,004,144
- Participant contributions
- $1,963,499
- Total contributions
- $3,326,256
- Total income / additions
- $5,537,159
Expenses & distributions
- Benefits paid
- $1,694,690
- Administrative expenses
- $29,489
- Total expenses
- $1,724,179
- Net increase / (decrease)
- $3,812,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors Inc | OTHER SERVICES | $0 | $31,174 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,489 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summitstone Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Triad Advisors Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation