Santiam Memorial Hospital 401(K) Retirement Plan — Form 5500 plan (Santiam Memorial Hospital)
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, Santiam Memorial Hospital 401(K) Retirement Plan is a benefit plan reported by Santiam Memorial Hospital under EIN 93-0415219 and plan number 003. The latest loaded filing year is 2023. The filing reports 784 participants and $35,017,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santiam Memorial Hospital
- EIN
- 93-0415219
- Plan number
- 003
- Plan type
- 2
- Location
- Stayton, OR
- Latest filing year
- 2023
- Participants
- 784
- End-of-year plan assets
- $35,017,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 784 | H, C | 20241015172642NAL0016965139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,017,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,017,139
- Net assets (BOY)
- $27,885,591
Income & contributions
- Employer contributions
- $1,458,010
- Participant contributions
- $2,879,559
- Total contributions
- $4,945,781
- Total income / additions
- $9,920,607
Expenses & distributions
- Benefits paid
- $2,741,458
- Administrative expenses
- $35,450
- Total expenses
- $2,789,059
- Net increase / (decrease)
- $7,131,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $47,364 | $0 | 2023 |