St. Peter'S Health Cashplus Retirement Plan — Form 5500 plan (St. Peters Health)
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. Peter'S Health Cashplus Retirement Plan is a benefit plan reported by St. Peters Health under EIN 81-0233121 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $56,808,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Peters Health
- EIN
- 81-0233121
- Plan number
- 001
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $56,808,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20241014125422NAL0026195137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,808,753
- Total liabilities (EOY)
- $26,585
- Net assets (EOY)
- $56,782,168
- Net assets (BOY)
- $49,394,431
Income & contributions
- Employer contributions
- $3,661,012
- Total contributions
- $3,661,012
- Total income / additions
- $11,164,692
Expenses & distributions
- Benefits paid
- $3,669,264
- Administrative expenses
- $107,691
- Total expenses
- $3,776,955
- Net increase / (decrease)
- $7,387,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | TRUSTEE | $107,038 | not reported in the loaded dataset | 2023 |