2023 Form 5500 filing — Utah Navajo Health System, Inc. 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 20241008113306NAL0016532897001) for Utah Navajo Health System, Inc. 403(B) Plan, reported by Utah Navajo Health System, Inc. under EIN 87-0560763 and plan number 001. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113306NAL0016532897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Navajo Health System, Inc.
- EIN
- 87-0560763
- Plan number
- 001
- Location
- Montezuma Creek, UT
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,438,336
- Total liabilities (EOY)
- $1,091
- Net assets (EOY)
- $24,437,245
- Employer contributions
- $1,495,515
- Participant contributions
- $1,471,446
- Total income / additions
- $6,099,776
- Benefits paid
- $856,273
- Administrative expenses
- $47,335
- Total expenses
- $903,608
- Net increase / (decrease)
- $5,196,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $89,507 | $6,999 |
| Wc Administrators, LLC | TPA | $45,640 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $27,334 | $0 |
| Leafhouse Financial | INVESTMENT ADVISOR | $12,069 | not reported in the loaded dataset |