2023 Form 5500 filing — Presbyterian Healthcare Services 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708082949NAL0019493616001) for Presbyterian Healthcare Services 403(B) Plan, reported by Presbyterian Healthcare Services under EIN 85-0105601 and plan number 002. It reports 18,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708082949NAL0019493616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Healthcare Services
- EIN
- 85-0105601
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 18,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $865,148,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $865,148,227
- Participant contributions
- $63,340,078
- Total income / additions
- $204,940,869
- Benefits paid
- $68,797,540
- Administrative expenses
- $158,817
- Total expenses
- $69,042,926
- Net increase / (decrease)
- $135,897,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $158,817 | $0 |