Puget Sound Kidney Centers Tax-Sheltered Annuity Plan — Form 5500 plan (Puget Sound Kidney Centers)
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, Puget Sound Kidney Centers Tax-Sheltered Annuity Plan is a benefit plan reported by Puget Sound Kidney Centers under EIN 91-1102033 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $26,224,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puget Sound Kidney Centers
- EIN
- 91-1102033
- Plan number
- 001
- Plan type
- 2
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $26,224,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20250213131329NAL0037553600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,224,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,224,187
- Net assets (BOY)
- $25,834,743
Income & contributions
- Employer contributions
- $640,330
- Participant contributions
- $1,243,463
- Total contributions
- $1,883,793
- Total income / additions
- $5,682,320
Expenses & distributions
- Benefits paid
- $5,217,530
- Administrative expenses
- $75,346
- Total expenses
- $5,292,876
- Net increase / (decrease)
- $389,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Service Company | NONE | $73,725 | $0 | 2023 |
| Variable Annuity Life Insurance Co. | NONE | $596 | $0 | 2023 |