Regional West Health Services Retirement Savings Plan — Form 5500 plan (Regional West Health Services)
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, Regional West Health Services Retirement Savings Plan is a benefit plan reported by Regional West Health Services under EIN 36-3314157 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,083 participants and $130,433,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional West Health Services
- EIN
- 36-3314157
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsbluff, NE
- Latest filing year
- 2023
- Participants
- 2,083
- End-of-year plan assets
- $130,433,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,083 | H, C | 20241014085048NAL0052844162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,433,322
- Net assets (EOY)
- $130,433,322
- Net assets (BOY)
- $119,804,139
Income & contributions
- Employer contributions
- $3,258,122
- Participant contributions
- $6,378,099
- Total contributions
- $9,745,919
- Total income / additions
- $27,378,117
Expenses & distributions
- Benefits paid
- $16,678,548
- Administrative expenses
- $59,547
- Total expenses
- $16,748,934
- Net increase / (decrease)
- $10,629,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | BROKER | $0 | $109,471 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $59,547 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regional West Health Services
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Scottsbluff, NE
- Raymond James Financial Services — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation