2023 Form 5500 filing — Yakima Valley Memorial Hospital Tax-Deferred Annuity 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 20241015102035NAL0029236017001) for Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan, reported by Yakima Valley Memorial Hospital under EIN 91-0567263 and plan number 002. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102035NAL0029236017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yakima Valley Memorial Hospital
- EIN
- 91-0567263
- Plan number
- 002
- Location
- Yakima, WA
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,332,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,332,161
- Total income / additions
- $2,519,610
- Benefits paid
- $1,450,291
- Administrative expenses
- $17,658
- Total expenses
- $1,467,949
- Net increase / (decrease)
- $1,051,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic | RECORDKEEPER | $16,955 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $703 | $0 |