2023 Form 5500 filing — Southwest Health System Inc. Employee Retirement 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 20241002082411NAL0013925600001) for Southwest Health System Inc. Employee Retirement Plan, reported by Southwest Health System Inc. under EIN 84-1337350 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.7MReported net assets$21,741,932
Participants564
Provider compensation$92.8K2 Schedule C row(s)$92,790
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002082411NAL0013925600001
- Plan sponsor
- Southwest Health System Inc.
- EIN
- 84-1337350
- Plan number
- 001
- Location
- Cortez, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.7M total assets
Net assets$21.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,741,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,741,932
- Employer contributions
- $486,436
- Participant contributions
- $1,485,913
- Total income / additions
- $5,820,582
- Benefits paid
- $2,623,458
- Administrative expenses
- $19,641
- Total expenses
- $2,643,203
- Net increase / (decrease)
- $3,177,379
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,175 | $71,949 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $17,666 | not reported in the loaded dataset |