Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan — Form 5500 plan (Mt Graham Regional Medical 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, Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan is a benefit plan reported by Mt Graham Regional Medical Center Inc. under EIN 23-7094247 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $23,280,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mt Graham Regional Medical Center Inc.
- EIN
- 23-7094247
- Plan number
- 001
- Plan type
- 2
- Location
- Safford, AZ
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $23,280,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241009165620NAL0018786769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,280,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,280,070
- Net assets (BOY)
- $18,438,835
Income & contributions
- Employer contributions
- $1,064,339
- Participant contributions
- $1,809,701
- Total contributions
- $3,153,932
- Total income / additions
- $6,520,454
Expenses & distributions
- Benefits paid
- $1,615,663
- Administrative expenses
- $63,556
- Total expenses
- $1,679,219
- Net increase / (decrease)
- $4,841,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,555 | $0 | 2023 |
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $46,204 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mt Graham Regional Medical Center Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Safford, AZ
- Principal Life Insurance Company — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation