2023 Form 5500 filing — St. Joseph And Covenant Health Systems 403(B) 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 20241015140340NAL0029902865001) for St. Joseph And Covenant Health Systems 403(B) Plan, reported by St Joseph Health System under EIN 95-3589356 and plan number 002. It reports 939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140340NAL0029902865001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- St Joseph Health System
- EIN
- 95-3589356
- Plan number
- 002
- Location
- Renton, WA
- Participants
- 939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,088,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,088,131
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $14,310,020
- Benefits paid
- $15,767,875
- Administrative expenses
- $29,360
- Total expenses
- $15,797,703
- Net increase / (decrease)
- -$1,487,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clark Nuber P.S | ACCOUNTANT/AUDITOR | $12,044 | not reported in the loaded dataset |
| Fidelity | RECORDKEEPER | $9,296 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,020 | not reported in the loaded dataset |