Columbia Valley Community Health Retirement Plan — Form 5500 plan (Columbia Valley Community Health)
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, Columbia Valley Community Health Retirement Plan is a benefit plan reported by Columbia Valley Community Health under EIN 23-7297657 and plan number 002. The latest loaded filing year is 2023. The filing reports 600 participants and $29,421,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Valley Community Health
- EIN
- 23-7297657
- Plan number
- 002
- Plan type
- 2
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $29,421,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241015101537NAL0047324128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,421,658
- Total liabilities (EOY)
- $12,684
- Net assets (EOY)
- $29,408,974
- Net assets (BOY)
- $25,115,868
Income & contributions
- Employer contributions
- $1,222,476
- Participant contributions
- $2,111,584
- Total contributions
- $3,389,685
- Total income / additions
- $7,950,285
Expenses & distributions
- Benefits paid
- $3,529,265
- Administrative expenses
- $127,914
- Total expenses
- $3,657,179
- Net increase / (decrease)
- $4,293,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $118,312 | $0 | 2023 |
| Blackburn Financial | FINANCIAL ADVISORY | $52,862 | $0 | 2023 |
| Hunnex And Shoemaker, Inc. | SERVICE PROVIDER | $20,392 | $0 | 2023 |
| 401k Safe | SERVICE PROVIDER | $5,068 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Valley Community Health
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Wenatchee, WA
- Lincoln National Corporation — Schedule C compensation
- Blackburn Financial — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation
- 401k Safe — Schedule C compensation