2023 Form 5500 filing — Logan Health Retirement Savings 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 20240830104545NAL0008306323001) for Logan Health Retirement Savings Plan, reported by Logan Health under EIN 81-0406485 and plan number 001. It reports 5,560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830104545NAL0008306323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Logan Health
- EIN
- 81-0406485
- Plan number
- 001
- Location
- Kalispell, MT
- Participants
- 5,560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $436,597,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,597,451
- Employer contributions
- $16,949,647
- Participant contributions
- $25,728,822
- Total income / additions
- $108,568,892
- Benefits paid
- $33,131,759
- Administrative expenses
- $613,935
- Total expenses
- $33,799,899
- Net increase / (decrease)
- $74,768,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $427,799 | $0 |
| Vanguard Advisers Inc. | NONE | $163,584 | not reported in the loaded dataset |
| Parallel Advisors LLC | NONE | $29,289 | not reported in the loaded dataset |