Retirement Plan For Employees Of Mckenzie-Willamette Hospital — Form 5500 plan (Cascade Health)
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, Retirement Plan For Employees Of Mckenzie-Willamette Hospital is a benefit plan reported by Cascade Health under EIN 93-0421470 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $32,580,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cascade Health
- EIN
- 93-0421470
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $32,580,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241009161327NAL0019606145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,580,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,580,199
- Net assets (BOY)
- $31,264,285
Income & contributions
- Employer contributions
- $328,906
- Participant contributions
- $0
- Total contributions
- $328,906
- Total income / additions
- $4,587,866
Expenses & distributions
- Benefits paid
- $2,690,045
- Administrative expenses
- $581,907
- Total expenses
- $3,271,952
- Net increase / (decrease)
- $1,315,914
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dana Investment Advisors, Inc. | NONE | $125,648 | not reported in the loaded dataset | 2023 |
| Independent Actuaries, Inc. | NONE | $35,170 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $30,800 | not reported in the loaded dataset | 2023 |
| Jones & Roth, P.C. | NONE | $19,200 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $5,419 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cascade Health
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Dana Investment Advisors, Inc. — Schedule C compensation
- Independent Actuaries, Inc. — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Jones & Roth, P.C. — Schedule C compensation
- Bank Of America — Schedule C compensation