Spanish Peaks Healthcare Systems 403(B) Plan — Form 5500 plan (Spanish Peaks Healthcare Systems)
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, Spanish Peaks Healthcare Systems 403(B) Plan is a benefit plan reported by Spanish Peaks Healthcare Systems under EIN 84-1157827 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $18,306,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spanish Peaks Healthcare Systems
- EIN
- 84-1157827
- Plan number
- 001
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $18,306,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241015170544NAL0015140915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,306,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,306,816
- Net assets (BOY)
- $14,926,521
Income & contributions
- Employer contributions
- $907,642
- Participant contributions
- $1,295,992
- Total contributions
- $2,404,284
- Total income / additions
- $4,837,126
Expenses & distributions
- Benefits paid
- $1,385,091
- Administrative expenses
- $71,740
- Total expenses
- $1,456,831
- Net increase / (decrease)
- $3,380,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $39,560 | $0 | 2023 |
| Hub International | NONE | $32,180 | not reported in the loaded dataset | 2023 |