Plain-English plan 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, Sun River Health, Inc. 403(B) Retirement Plan is a benefit plan reported by Sun River Health, Inc. under EIN 13-2828349 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,795 participants and $137,005,534 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,005,534
- Net assets (EOY)
- $137,005,534
- Net assets (BOY)
- $114,686,333
Income & contributions
- Employer contributions
- $6,327,875
- Participant contributions
- $6,552,598
- Total contributions
- $14,165,305
- Total income / additions
- $33,079,732
Expenses & distributions
- Benefits paid
- $10,297,517
- Administrative expenses
- $148,050
- Total expenses
- $10,760,531
- Net increase / (decrease)
- $22,319,201