2023 Form 5500 filing — Retirement Plan For Employees Of Mckenzie-Willamette Hospital
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 20241009161327NAL0019606145001) for Retirement Plan For Employees Of Mckenzie-Willamette Hospital, reported by Cascade Health under EIN 93-0421470 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009161327NAL0019606145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cascade Health
- EIN
- 93-0421470
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,580,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,580,199
- Employer contributions
- $328,906
- Participant contributions
- $0
- Total income / additions
- $4,587,866
- Benefits paid
- $2,690,045
- Administrative expenses
- $581,907
- Total expenses
- $3,271,952
- Net increase / (decrease)
- $1,315,914
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dana Investment Advisors, Inc. | NONE | $125,648 | not reported in the loaded dataset |
| Independent Actuaries, Inc. | NONE | $35,170 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $30,800 | not reported in the loaded dataset |
| Jones & Roth, P.C. | NONE | $19,200 | not reported in the loaded dataset |
| Bank Of America | NONE | $5,419 | not reported in the loaded dataset |