St. Joseph And Covenant Health Systems 403(B) Plan — Form 5500 plan (St Joseph Health 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, St. Joseph And Covenant Health Systems 403(B) Plan is a benefit plan reported by St Joseph Health System under EIN 95-3589356 and plan number 002. The latest loaded filing year is 2023. The filing reports 939 participants and $88,088,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Joseph Health System
- EIN
- 95-3589356
- Plan number
- 002
- Plan type
- 3
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 939
- End-of-year plan assets
- $88,088,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 939 | H, C | 20241015140340NAL0029902865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,088,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,088,131
- Net assets (BOY)
- $89,575,814
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $18,713
- Total income / additions
- $14,310,020
Expenses & distributions
- Benefits paid
- $15,767,875
- Administrative expenses
- $29,360
- Total expenses
- $15,797,703
- Net increase / (decrease)
- -$1,487,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clark Nuber P.S | ACCOUNTANT/AUDITOR | $12,044 | not reported in the loaded dataset | 2023 |
| Fidelity | RECORDKEEPER | $9,296 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,020 | not reported in the loaded dataset | 2023 |