2023 Form 5500 filing — Columbia Memorial Hospital 403(B) Tax Deferred Annuity
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 20241015090545NAL0027900417001) for Columbia Memorial Hospital 403(B) Tax Deferred Annuity, reported by Columbia Lutheran Charities Dba Columbia Memorial Hospital under EIN 93-0583856 and plan number 003. It reports 1,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090545NAL0027900417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Lutheran Charities Dba Columbia Memorial Hospital
- EIN
- 93-0583856
- Plan number
- 003
- Location
- Astoria, OR
- Participants
- 1,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,650,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,650,869
- Employer contributions
- $3,990
- Participant contributions
- $4,383,316
- Total income / additions
- $11,764,011
- Benefits paid
- $3,610,058
- Administrative expenses
- $109,912
- Total expenses
- $3,720,607
- Net increase / (decrease)
- $8,043,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,911 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |