Plan5500

Bluestone Health Association, Inc. 403(B) Plan — Form 5500 plan (Bluestone Health Association, 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, Bluestone Health Association, Inc. 403(B) Plan is a benefit plan reported by Bluestone Health Association, Inc. under EIN 31-0899730 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $3,742,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluestone Health Association, Inc.
EIN
31-0899730
Plan number
001
Plan type
2
Location
Princeton, WV
Latest filing year
2023
Participants
160
End-of-year plan assets
$3,742,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20250314132300NAL0044467234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,742,087
Total liabilities (EOY)
$0
Net assets (EOY)
$3,742,087
Net assets (BOY)
$2,939,885

Income & contributions

Employer contributions
$230,963
Participant contributions
$354,514
Total contributions
$585,477
Total income / additions
$1,153,417

Expenses & distributions

Benefits paid
$337,031
Administrative expenses
$14,184
Total expenses
$351,215
Net increase / (decrease)
$802,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metro Benefits, Inc.CONTRACT ADMINnot reported in the loaded datasetnot reported in the loaded dataset2023
Bws Advisors LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages