403(B) Thrift Plan Of Yakima Neighborhood Health Services — Form 5500 plan (Yakima Neighborhood 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, 403(B) Thrift Plan Of Yakima Neighborhood Health Services is a benefit plan reported by Yakima Neighborhood Health Services under EIN 91-0928817 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $14,716,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yakima Neighborhood Health Services
- EIN
- 91-0928817
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $14,716,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20250414185918NAL0002174785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,716,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,716,955
- Net assets (BOY)
- $12,561,476
Income & contributions
- Employer contributions
- $702,592
- Participant contributions
- $1,241,033
- Total contributions
- $2,011,911
- Total income / additions
- $3,719,723
Expenses & distributions
- Benefits paid
- $1,529,674
- Administrative expenses
- $34,570
- Total expenses
- $1,564,244
- Net increase / (decrease)
- $2,155,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth | NONE | $31,504 | not reported in the loaded dataset | 2023 |
| American United Life Insurance | NONE | $7,070 | $10,287 | 2023 |