2023 Form 5500 filing — Chi Franciscan 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 20241013143322NAL0012457635001) for Chi Franciscan Health Retirement Savings Plan, reported by Virginia Mason Franciscan Health under EIN 91-0712166 and plan number 001. It reports 1,166 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)$114.5MReported net assets$114,520,038
Participants1.2K1,166
Provider compensation$78.9K2 Schedule C row(s)$78,904
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013143322NAL0012457635001
Plan sponsor
Virginia Mason Franciscan Health
EIN
91-0712166
Plan number
001
Location
Burien, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$114.5M total assets
Net assets$114.5MLiabilities$0
Money in vs. money out
Total income / additions$21.4M
Total expenses$8.1M
Benefits paid / distributions$8M
Contributions
Employer$2.3M
Participant$2.9M
Full reported line items
Total assets (EOY)
$114,520,038
Total liabilities (EOY)
$0
Net assets (EOY)
$114,520,038
Employer contributions
$2,255,176
Participant contributions
$2,946,842
Total income / additions
$21,421,387
Benefits paid
$7,980,114
Administrative expenses
$80,835
Total expenses
$8,115,269
Net increase / (decrease)
$13,306,118
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $68.8K
  2. 2
    RECORDKEEPER · Direct $10.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013143322NAL0012457635001 cover?
It is the 2023 Form 5500 filing for Chi Franciscan Health Retirement Savings Plan, reported by Virginia Mason Franciscan Health (EIN 91-0712166).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages