Plan5500

Morton Comprehensive Health Services 403(B) Retirement Plan — Form 5500 plan (Morton Comprehensive Health Services, 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, Morton Comprehensive Health Services 403(B) Retirement Plan is a benefit plan reported by Morton Comprehensive Health Services, Inc. under EIN 73-1177858 and plan number 003. The latest loaded filing year is 2023. The filing reports 187 participants and $5,909,699 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.9MPlan net assets, end of year$5,909,699
Participants187Covered participants reported
Assets / participant$31.6KComputed: assets ÷ participants$31,603 (computed)
Provider compensation$45.7K1 Schedule C provider row(s)$45,683
Plan sponsor
Morton Comprehensive Health Services, Inc.
EIN
73-1177858
Plan number
003
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    187 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$911.6K
Benefits paid / distributions$867.4K
Contributions
Employer$263K
Participant$380.7K
Full reported line items

Net assets

Total assets (EOY)
$5,909,699
Total liabilities (EOY)
$0
Net assets (EOY)
$5,909,699
Net assets (BOY)
$5,148,571

Income & contributions

Employer contributions
$263,012
Participant contributions
$380,675
Total contributions
$702,740
Total income / additions
$1,672,762

Expenses & distributions

Benefits paid
$867,376
Administrative expenses
$44,258
Total expenses
$911,634
Net increase / (decrease)
$761,128
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Bokf, Na$45.7K
    TRUSTEE · Direct $45.7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Morton Comprehensive Health Services 403(B) Retirement Plan?
Morton Comprehensive Health Services 403(B) Retirement Plan is reported as sponsored by Morton Comprehensive Health Services, Inc. (EIN 73-1177858, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Morton Comprehensive Health Services 403(B) Retirement Plan?
The latest Form 5500 filing year loaded for Morton Comprehensive Health Services 403(B) Retirement Plan is 2023.
How many participants does Morton Comprehensive Health Services 403(B) Retirement Plan report?
Morton Comprehensive Health Services 403(B) Retirement Plan reports 187 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Morton Comprehensive Health Services 403(B) Retirement Plan?
Morton Comprehensive Health Services 403(B) Retirement Plan reports $5,909,699 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages