Samaritan Health Services Retirement Plan — Form 5500 plan (Samaritan Health Services)

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 Retirement Plan is a benefit plan reported by Samaritan Health Services under EIN 93-0951989 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,005 participants and $288,776,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samaritan Health Services
EIN
93-0951989
Plan number
002
Plan type
2
Location
Corvallis, OR
Latest filing year
2023
Participants
7,005
End-of-year plan assets
$288,776,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,005H, C20241011173347NAL0022443745005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$288,776,940
Net assets (EOY)
$288,776,940
Net assets (BOY)
$244,562,282

Income & contributions

Employer contributions
$19,693,284
Total contributions
$20,010,009
Total income / additions
$64,783,998

Expenses & distributions

Benefits paid
$20,318,134
Administrative expenses
$251,206
Total expenses
$20,569,340
Net increase / (decrease)
$44,214,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$251,206$12,1312023
Rv Kuhns & Associates, Inc.INVESTMENT ADVISORY$0$31,4662023
Kbf Cpas LlpACCOUNTANT$0$17,0002023

Related Form 5500 pages