Samaritan 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, Samaritan Health Services (EIN 93-0951989) is a plan sponsor located in Corvallis, OR with 3 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
93-0951989
Location
Corvallis, OR
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$903,397,601
Total reported net assets (EOY)
$903,397,601

Contributions & income

Employer contributions
$29,145,009
Participant contributions
$42,827,348
Total income / additions
$223,755,861

Expenses & distributions

Benefits paid / distributions
$74,372,570
Total expenses
$75,108,602
Net increase / (decrease)
$148,647,259

Coverage

Total reported participants
20,053
Plans with financial statements
2
Plans with provider compensation
2

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 Health Services plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Samaritan Health Services Tax Sheltered Annuity Pl0017,572$614,620,6612023
Samaritan Health Services Retirement Plan0027,005$288,776,9402023
Samaritan Health Services Benefit Plan5055,476not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Samaritan Health Services
YearPlanParticipantsSchedulesFiling
2023Samaritan Health Services Benefit Plan5,47620241008133213NAL0016773105001
2023Samaritan Health Services Retirement Plan7,005H, C20241011173347NAL0022443745005
2023Samaritan Health Services Tax Sheltered Annuity Pl7,572H, C20241011173348NAL0022443761005

Related Form 5500 pages