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, Samaritan Health Services Tax Sheltered Annuity Pl is a benefit plan reported by Samaritan Health Services under EIN 93-0951989 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,572 participants and $614,620,661 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $614,620,661
- Net assets (EOY)
- $614,620,661
- Net assets (BOY)
- $510,188,060
Income & contributions
- Employer contributions
- $9,451,725
- Participant contributions
- $42,827,348
- Total contributions
- $55,809,584
- Total income / additions
- $158,971,863
Expenses & distributions
- Benefits paid
- $54,054,436
- Administrative expenses
- $484,826
- Total expenses
- $54,539,262
- Net increase / (decrease)
- $104,432,601