Presbyterian Healthcare Services 403(B) Plan — Form 5500 plan (Presbyterian Healthcare Services)

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, Presbyterian Healthcare Services 403(B) Plan is a benefit plan reported by Presbyterian Healthcare Services under EIN 85-0105601 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,209 participants and $865,148,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Healthcare Services
EIN
85-0105601
Plan number
002
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
18,209
End-of-year plan assets
$865,148,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,209H, C20240708082949NAL0019493616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$865,148,227
Total liabilities (EOY)
$0
Net assets (EOY)
$865,148,227
Net assets (BOY)
$729,250,284

Income & contributions

Participant contributions
$63,340,078
Total contributions
$70,268,419
Total income / additions
$204,940,869

Expenses & distributions

Benefits paid
$68,797,540
Administrative expenses
$158,817
Total expenses
$69,042,926
Net increase / (decrease)
$135,897,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$158,817$02023

Related Form 5500 pages