2023 Form 5500 filing — Columbia Basin Health Association 403b 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 20250623151144NAL0006493649001) for Columbia Basin Health Association 403b Plan, reported by Columbia Basin Health Association under EIN 91-0896701 and plan number 003. It reports 688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250623151144NAL0006493649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Basin Health Association
- EIN
- 91-0896701
- Plan number
- 003
- Location
- Othello, WA
- Participants
- 688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,044,031
- Total liabilities (EOY)
- $249,934
- Net assets (EOY)
- $44,794,097
- Employer contributions
- $2,106,737
- Participant contributions
- $1,798,623
- Total income / additions
- $11,998,627
- Benefits paid
- $2,820,108
- Administrative expenses
- $147,501
- Total expenses
- $2,967,609
- Net increase / (decrease)
- $9,031,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Randall & Hurley, Inc. | TPA | $60,566 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $13,815 | $0 |
| Petersen Hastings Investment Mgmt | BROKER | $0 | not reported in the loaded dataset |