Holy Cross Hospital Retirement Savings Plan — Form 5500 plan (Taos Health Systems, Incorporated)

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, Holy Cross Hospital Retirement Savings Plan is a benefit plan reported by Taos Health Systems, Incorporated under EIN 85-0289839 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $24,063,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taos Health Systems, Incorporated
EIN
85-0289839
Plan number
001
Plan type
2
Location
Taos, NM
Latest filing year
2023
Participants
867
End-of-year plan assets
$24,063,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023867H, C20241014160954NAL0015266275007

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,063,632
Net assets (EOY)
$24,063,632
Net assets (BOY)
$22,330,121

Income & contributions

Employer contributions
$567,174
Participant contributions
$1,362,935
Total contributions
$1,962,144
Total income / additions
$4,478,279

Expenses & distributions

Benefits paid
$2,626,911
Administrative expenses
$112,906
Total expenses
$2,744,768
Net increase / (decrease)
$1,733,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services Co.NONE$112,906$02023

Related Form 5500 pages