St. Luke Community Hospital And Nursing Home 403(B) Plan — Form 5500 plan (St. Luke Community Hospital And Nursing Home)
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, St. Luke Community Hospital And Nursing Home 403(B) Plan is a benefit plan reported by St. Luke Community Hospital And Nursing Home under EIN 81-0221486 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $22,269,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Luke Community Hospital And Nursing Home
- EIN
- 81-0221486
- Plan number
- 001
- Plan type
- 2
- Location
- Ronan, MT
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $22,269,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20241015175014NAL0029301617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,269,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,269,377
- Net assets (BOY)
- $20,511,529
Income & contributions
- Employer contributions
- $753,267
- Participant contributions
- $959,716
- Total contributions
- $1,836,075
- Total income / additions
- $4,544,921
Expenses & distributions
- Benefits paid
- $2,730,844
- Administrative expenses
- $51,124
- Total expenses
- $2,787,073
- Net increase / (decrease)
- $1,757,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $117,990 | $0 | 2023 |
| Cetera Advisor Networks LLC | FINANCIAL ADVISOR | $0 | $62,995 | 2023 |
| National Benefit Services, LLC | TPA | $21,744 | $5,679 | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $21,961 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Luke Community Hospital And Nursing Home
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Ronan, MT
- Nationwide — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation