Sage Memorial Hospital Tax Sheltered Annuity — Form 5500 plan (Navajo Health Foundation Dba Sage Memorial Hospital)
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, Sage Memorial Hospital Tax Sheltered Annuity is a benefit plan reported by Navajo Health Foundation Dba Sage Memorial Hospital under EIN 23-7314364 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $2,522,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navajo Health Foundation Dba Sage Memorial Hospital
- EIN
- 23-7314364
- Plan number
- 002
- Plan type
- 2
- Location
- Ganado, AZ
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $2,522,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241008113313NAL0009594163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,522,331
- Net assets (EOY)
- $2,522,331
- Net assets (BOY)
- $2,022,419
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $464,430
- Total contributions
- $464,430
- Total income / additions
- $705,052
Expenses & distributions
- Benefits paid
- $177,215
- Administrative expenses
- $27,925
- Total expenses
- $205,140
- Net increase / (decrease)
- $499,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hunnex & Shoemaker, Inc. | NONE | $26,318 | $775 | 2023 |
| Nationwide | NONE | $15,782 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $0 | $11,037 | 2023 |
| Mgks | NONE | $790 | $484 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Navajo Health Foundation Dba Sage Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Ganado, AZ
- Hunnex & Shoemaker, Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Mgks — Schedule C compensation