Northern Arizona Healthcare Corporation 401(K) Plan — Form 5500 plan (Northern Arizona Healthcare Corp.)
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, Northern Arizona Healthcare Corporation 401(K) Plan is a benefit plan reported by Northern Arizona Healthcare Corp. under EIN 74-2410946 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,875 participants and $362,616,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Arizona Healthcare Corp.
- EIN
- 74-2410946
- Plan number
- 002
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 4,875
- End-of-year plan assets
- $362,616,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,875 | H, C | 20241009141644NAL0033001104002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $362,616,854
- Net assets (EOY)
- $362,616,854
- Net assets (BOY)
- $298,608,753
Income & contributions
- Employer contributions
- $14,466,229
- Participant contributions
- $22,529,658
- Total contributions
- $40,698,107
- Total income / additions
- $94,353,653
Expenses & distributions
- Benefits paid
- $29,842,325
- Administrative expenses
- $477,320
- Total expenses
- $30,345,552
- Net increase / (decrease)
- $64,008,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $393,875 | $0 | 2023 |
| Wt Wealth Management LLC | ADVISOR | $36,723 | not reported in the loaded dataset | 2023 |
| Tci Wealth Advisors Inc | ADVISOR | $24,060 | not reported in the loaded dataset | 2023 |
| Vora Wealth Management Pllc | ADVISOR | $11,010 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc | RECORD KEEPER | $5,914 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Arizona Healthcare Corp.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Flagstaff, AZ
- Transamerica Retirement Solutions — Schedule C compensation
- Wt Wealth Management LLC — Schedule C compensation
- Tci Wealth Advisors Inc — Schedule C compensation
- Vora Wealth Management Pllc — Schedule C compensation
- Charles Schwab & Co, Inc — Schedule C compensation
- National Financial Services — Schedule C compensation