2023 Form 5500 filing — St. Joseph And Covenant Health Systems 401(K) 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 20241015122651NAL0049379056001) for St. Joseph And Covenant Health Systems 401(K) Plan, reported by St.Joseph Health System under EIN 95-3589356 and plan number 004. It reports 43,424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122651NAL0049379056001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- St.Joseph Health System
- EIN
- 95-3589356
- Plan number
- 004
- Location
- Renton, WA
- Participants
- 43,424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,907,445,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,907,445,155
- Employer contributions
- $121,361,873
- Participant contributions
- $220,437,001
- Total income / additions
- $948,871,281
- Benefits paid
- $333,884,133
- Administrative expenses
- $2,368,780
- Total expenses
- $337,423,051
- Net increase / (decrease)
- $611,448,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,277,366 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $751,587 | not reported in the loaded dataset |
| Seven Simple Machines | CONSULTANT | $207,353 | not reported in the loaded dataset |
| Milliman Inc | CONSULTANT | $97,034 | not reported in the loaded dataset |
| Clark Nuber, P.S. | ACCOUNTANT/AUDITOR | $35,440 | not reported in the loaded dataset |