Swedish Health Services 403(B) Retirement Plan — Form 5500 plan (Swedish Health 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, Swedish Health Services 403(B) Retirement Plan is a benefit plan reported by Swedish Health Services under EIN 91-0433740 and plan number 016. The latest loaded filing year is 2023. The filing reports 2,412 participants and $277,977,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swedish Health Services
- EIN
- 91-0433740
- Plan number
- 016
- Plan type
- 2
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 2,412
- End-of-year plan assets
- $277,977,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,412 | H, C | 20241015140733NAL0014798083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,977,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $277,977,117
- Net assets (BOY)
- $256,253,718
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $118,169
- Total income / additions
- $53,528,154
Expenses & distributions
- Benefits paid
- $31,654,139
- Administrative expenses
- $140,483
- Total expenses
- $31,804,755
- Net increase / (decrease)
- $21,723,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plan Member Services | RECORDKEEPER | $59,684 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,922 | not reported in the loaded dataset | 2023 |
| Clark Nuber, P.S. | ACCOUNTANT/AUDITOR | $21,069 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swedish Health Services
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Renton, WA
- Plan Member Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Clark Nuber, P.S. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation