Klamath Health Partnership Inc Pntsa — Form 5500 plan (Klamath Health Partnership Inc)
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, Klamath Health Partnership Inc Pntsa is a benefit plan reported by Klamath Health Partnership Inc under EIN 93-1230223 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $4,091,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klamath Health Partnership Inc
- EIN
- 93-1230223
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $4,091,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20250313114923NAL0012711811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,091,935
- Total liabilities (EOY)
- $101
- Net assets (EOY)
- $4,091,834
- Net assets (BOY)
- $3,099,615
Income & contributions
- Employer contributions
- $151,217
- Participant contributions
- $328,641
- Total contributions
- $479,904
- Total income / additions
- $1,083,283
Expenses & distributions
- Benefits paid
- $89,054
- Administrative expenses
- $2,010
- Total expenses
- $91,064
- Net increase / (decrease)
- $992,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co | RECORDKEEPER | $2,010 | $0 | 2023 |