How many benefit plans does Samaritan Bethany, Inc. report on Form 5500?

Samaritan Bethany, Inc. (EIN 41-1373420) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Samaritan Bethany, Inc.?

The Employer Identification Number (EIN) reported for Samaritan Bethany, Inc. is 41-1373420.

What is the latest Form 5500 filing year for Samaritan Bethany, Inc.?

The latest loaded Form 5500 filing year for Samaritan Bethany, Inc. is 2023.

Samaritan Bethany, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bethany, Inc. (EIN 41-1373420) is a plan sponsor located in Rochester, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1373420
Location: Rochester, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $5,798,836
Total reported liabilities (EOY): $16,688
Total reported net assets (EOY): $5,782,148

Contributions & income

Employer contributions: $214,938
Participant contributions: $273,860
Total income / additions: $1,175,451

Expenses & distributions

Benefits paid / distributions: $792,856
Total expenses: $837,448
Net increase / (decrease): $338,003

Coverage

Total reported participants: 422
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Samaritan Bethany, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Samaritan Bethany, Inc. 403(B) Retirement Plan	001	318	$5,798,836	2023
Samaritan Bethany, Inc. Employee Life Plan	502	104	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Samaritan Bethany, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Samaritan Bethany, Inc. 403(B) Retirement Plan	318	H, C	20240925112147NAL0025268720001
2023	Samaritan Bethany, Inc. Employee Life Plan	104	—	20250407155115NAL0033157794001