2023 Form 5500 filing — Swedish Health Services 403(B) Retirement 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 20241015140733NAL0014798083001) for Swedish Health Services 403(B) Retirement Plan, reported by Swedish Health Services under EIN 91-0433740 and plan number 016. It reports 2,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140733NAL0014798083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swedish Health Services
- EIN
- 91-0433740
- Plan number
- 016
- Location
- Renton, WA
- Participants
- 2,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,977,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $277,977,117
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $53,528,154
- Benefits paid
- $31,654,139
- Administrative expenses
- $140,483
- Total expenses
- $31,804,755
- Net increase / (decrease)
- $21,723,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Member Services | RECORDKEEPER | $59,684 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,922 | not reported in the loaded dataset |
| Clark Nuber, P.S. | ACCOUNTANT/AUDITOR | $21,069 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,905 | not reported in the loaded dataset |