Plan5500

Morton Comprehensive Health Services — 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, Morton Comprehensive Health Services (EIN 73-1177858) is a plan sponsor located in Tulsa, OK with 1 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
73-1177858
Location
Tulsa, OK
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Morton Comprehensive Health Services

  • 2 loaded plans hold $5.9M in reported assets.
  • The largest, Morton Comprehensive Health Services 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 309 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,909,699
Total reported assets$5.9M$5,909,699
Total reported participants309
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$263K
Participant contributions$380.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$867.4K
Total expenses$911.6K
Net increase / (decrease)$761.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Morton Comprehensive Health Services 403(B) Retirement Plan
Participants per plan155Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Morton Comprehensive Health Services 403(B) Retirement Plan$5.9M
    Plan #003 · 187 participants · 2023
  2. 2
    Morton Comprehensive Health Services, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 122 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Morton Comprehensive Health Services. Open one for its full reported snapshot.

  1. 2023
    Morton Comprehensive Health Services, Inc. Flexible Benefits Plan122 participants · 2No schedules
    View filing →
  2. 2023
    Morton Comprehensive Health Services 403(B) Retirement Plan187 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Morton Comprehensive Health Services report on Form 5500?
Morton Comprehensive Health Services (EIN 73-1177858) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Morton Comprehensive Health Services?
The Employer Identification Number (EIN) reported for Morton Comprehensive Health Services is 73-1177858.
What is the latest Form 5500 filing year for Morton Comprehensive Health Services?
The latest loaded Form 5500 filing year for Morton Comprehensive Health Services is 2023.

Related Form 5500 pages