Cabinet Peaks Medical Center Personal Retirement Plan — Form 5500 plan (Cabinet Peaks Medical 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, Cabinet Peaks Medical Center Personal Retirement Plan is a benefit plan reported by Cabinet Peaks Medical Center under EIN 81-0241755 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $13,548,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cabinet Peaks Medical Center
- EIN
- 81-0241755
- Plan number
- 002
- Plan type
- 2
- Location
- Libby, MT
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $13,548,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241014155341NAL0015248515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,548,868
- Total liabilities (EOY)
- $117
- Net assets (EOY)
- $13,548,751
- Net assets (BOY)
- $11,306,877
Income & contributions
- Employer contributions
- $535,478
- Participant contributions
- $859,473
- Total contributions
- $1,498,560
- Total income / additions
- $3,269,398
Expenses & distributions
- Benefits paid
- $951,515
- Administrative expenses
- $76,009
- Total expenses
- $1,027,524
- Net increase / (decrease)
- $2,241,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,088 | $0 | 2023 |
| Da Davidson & Company | BROKER/ADVISOR | $35,647 | not reported in the loaded dataset | 2023 |