St. Thomas Community Health Center Retirement Plan — Form 5500 plan (St. Thomas Community Health Center, Inc.)
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, St. Thomas Community Health Center Retirement Plan is a benefit plan reported by St. Thomas Community Health Center, Inc. under EIN 14-1958494 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $8,077,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Thomas Community Health Center, Inc.
- EIN
- 14-1958494
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $8,077,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241003133945NAL0010622433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,077,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,077,275
- Net assets (BOY)
- $6,395,663
Income & contributions
- Employer contributions
- $476,957
- Participant contributions
- $690,819
- Total contributions
- $1,192,506
- Total income / additions
- $2,321,606
Expenses & distributions
- Benefits paid
- $597,185
- Administrative expenses
- $42,809
- Total expenses
- $639,994
- Net increase / (decrease)
- $1,681,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,113 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $23,503 | 2023 |
| Retirement Strategies Group, LLC | CONTRACT ADMINISTRATOR | $1,750 | $3,398 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Thomas Community Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Retirement Strategies Group, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation