St. Joseph And Covenant Health Systems 401(K) 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 401(K) Plan is a benefit plan reported by St.Joseph Health System under EIN 95-3589356 and plan number 004. The latest loaded filing year is 2023. The filing reports 43,424 participants and $3,907,445,155 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
- 004
- Plan type
- 3
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 43,424
- End-of-year plan assets
- $3,907,445,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43,424 | H, C | 20241015122651NAL0049379056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,907,445,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,907,445,155
- Net assets (BOY)
- $3,304,486,226
Income & contributions
- Employer contributions
- $121,361,873
- Participant contributions
- $220,437,001
- Total contributions
- $357,096,605
- Total income / additions
- $948,871,281
Expenses & distributions
- Benefits paid
- $333,884,133
- Administrative expenses
- $2,368,780
- Total expenses
- $337,423,051
- Net increase / (decrease)
- $611,448,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,277,366 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $751,587 | not reported in the loaded dataset | 2023 |
| Seven Simple Machines | CONSULTANT | $207,353 | not reported in the loaded dataset | 2023 |
| Milliman Inc | CONSULTANT | $97,034 | not reported in the loaded dataset | 2023 |
| Clark Nuber, P.S. | ACCOUNTANT/AUDITOR | $35,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St.Joseph Health System
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Renton, WA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Seven Simple Machines — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Clark Nuber, P.S. — Schedule C compensation