Tri Valley Health System Retirement Plan — Form 5500 plan (Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System)

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, Tri Valley Health System Retirement Plan is a benefit plan reported by Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System under EIN 47-6028103 and plan number 003. The latest loaded filing year is 2023. The filing reports 213 participants and $12,058,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cambridge Memorial Hospital, Inc. Dba Tri Valley Health System
EIN
47-6028103
Plan number
003
Plan type
2
Location
Cambridge, NE
Latest filing year
2023
Participants
213
End-of-year plan assets
$12,058,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241011180548NAL0023384673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,058,796
Total liabilities (EOY)
$0
Net assets (EOY)
$12,058,796
Net assets (BOY)
$9,643,850

Income & contributions

Employer contributions
$372,491
Participant contributions
$706,939
Total contributions
$1,106,847
Total income / additions
$2,897,419

Expenses & distributions

Benefits paid
$439,601
Administrative expenses
$42,872
Total expenses
$482,473
Net increase / (decrease)
$2,414,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Financial Solutions IncINVESTMENT ADVISOR$40,412$02023
T. Rowe PriceRECORDKEEPER$2,460$02023

Related Form 5500 pages