Sidney Health Center Pension Plan — Form 5500 plan (Sidney Health Center)
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, Sidney Health Center Pension Plan is a benefit plan reported by Sidney Health Center under EIN 81-0233499 and plan number 002. The latest loaded filing year is 2023. The filing reports 633 participants and $29,169,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sidney Health Center
- EIN
- 81-0233499
- Plan number
- 002
- Plan type
- 2
- Location
- Sidney, MT
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $29,169,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20240919171343NAL0006262673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,169,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,169,734
- Net assets (BOY)
- $24,196,682
Income & contributions
- Employer contributions
- $708,516
- Participant contributions
- $1,764,649
- Total contributions
- $3,018,310
- Total income / additions
- $6,870,926
Expenses & distributions
- Benefits paid
- $1,808,451
- Administrative expenses
- $87,189
- Total expenses
- $1,897,874
- Net increase / (decrease)
- $4,973,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $50,597 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $30,914 | $0 | 2023 |
| Big Sky Retirement Inc | TPA | $5,679 | not reported in the loaded dataset | 2023 |