Columbia Basin Health Association 403b Plan — Form 5500 plan (Columbia Basin Health Association)
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, Columbia Basin Health Association 403b Plan is a benefit plan reported by Columbia Basin Health Association under EIN 91-0896701 and plan number 003. The latest loaded filing year is 2023. The filing reports 688 participants and $45,044,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Basin Health Association
- EIN
- 91-0896701
- Plan number
- 003
- Plan type
- 2
- Location
- Othello, WA
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $45,044,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20250623151144NAL0006493649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,044,031
- Total liabilities (EOY)
- $249,934
- Net assets (EOY)
- $44,794,097
- Net assets (BOY)
- $35,763,079
Income & contributions
- Employer contributions
- $2,106,737
- Participant contributions
- $1,798,623
- Total contributions
- $4,069,741
- Total income / additions
- $11,998,627
Expenses & distributions
- Benefits paid
- $2,820,108
- Administrative expenses
- $147,501
- Total expenses
- $2,967,609
- Net increase / (decrease)
- $9,031,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Randall & Hurley, Inc. | TPA | $60,566 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $13,815 | $0 | 2023 |
| Petersen Hastings Investment Mgmt | BROKER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Basin Health Association
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Othello, WA
- Randall & Hurley, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Petersen Hastings Investment Mgmt — Schedule C compensation