2023 Form 5500 filing — Retirement Income Plan For Employees Of Northern Arizona Healthcare
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 20241009151907NAL0031687280001) for Retirement Income Plan For Employees Of Northern Arizona Healthcare, reported by Northern Arizona Healthcare under EIN 74-2410946 and plan number 001. It reports 1,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151907NAL0031687280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Arizona Healthcare
- EIN
- 74-2410946
- Plan number
- 001
- Location
- Flagstaff, AZ
- Participants
- 1,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,614,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,614,270
- Employer contributions
- $1,000,000
- Total income / additions
- $19,319,235
- Benefits paid
- $16,795,525
- Administrative expenses
- $1,266,631
- Total expenses
- $18,062,156
- Net increase / (decrease)
- $1,257,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Co. | NONE | $162,686 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $130,885 | $6,069 |
| Kiltearn Partners Llp | NONE | $79,609 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $78,790 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $38,985 | not reported in the loaded dataset |