Good Shepherd Health Care System Tax Sheltered Retirement Plan — Form 5500 plan (Good Shepherd Health Care System)

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, Good Shepherd Health Care System Tax Sheltered Retirement Plan is a benefit plan reported by Good Shepherd Health Care System under EIN 93-0425580 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,116 participants and $81,798,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Good Shepherd Health Care System
EIN
93-0425580
Plan number
001
Plan type
2
Location
Hermiston, OR
Latest filing year
2023
Participants
1,116
End-of-year plan assets
$81,798,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,116H, C20241014110444NAL0014810435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,798,971
Total liabilities (EOY)
$0
Net assets (EOY)
$81,798,971
Net assets (BOY)
$70,156,998

Income & contributions

Employer contributions
$3,321,395
Participant contributions
$4,644,556
Total contributions
$8,479,729
Total income / additions
$16,928,342

Expenses & distributions

Benefits paid
$5,092,205
Administrative expenses
$193,811
Total expenses
$5,286,369
Net increase / (decrease)
$11,641,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$146,655$02023
Multnomah Group, Inc.CONSULTANT$39,513$02023
Kansas City Life Insurance CompanyCONTRACT ADMINISTRATOR$7,174not reported in the loaded dataset2023
Reliastar Life Insurance CompanySERVICE PROVIDER$0$2172023

Related Form 5500 pages