Kootenai Health 403(B) Plan — Form 5500 plan (Kootenai Clinic, LLC)

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, Kootenai Health 403(B) Plan is a benefit plan reported by Kootenai Clinic, LLC under EIN 45-4069155 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $34,021,273 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kootenai Clinic, LLC
EIN
45-4069155
Plan number
001
Plan type
2
Location
Coeur D Alene, ID
Latest filing year
2023
Participants
246
End-of-year plan assets
$34,021,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20250822140553NAL0010405474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,021,273
Total liabilities (EOY)
$0
Net assets (EOY)
$34,021,273
Net assets (BOY)
$24,272,150

Income & contributions

Employer contributions
$127,034
Participant contributions
$4,780,068
Total contributions
$6,616,019
Total income / additions
$11,564,564

Expenses & distributions

Benefits paid
$1,789,348
Administrative expenses
$12,917
Total expenses
$1,815,441
Net increase / (decrease)
$9,749,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,754$02023
Strategic Advisors, Inc.ADVISOR$6,636not reported in the loaded dataset2023

Related Form 5500 pages