La Paz Regional Hospital 403(B) Retirement Savings Plan — Form 5500 plan (La Paz Regional Hospital)
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, La Paz Regional Hospital 403(B) Retirement Savings Plan is a benefit plan reported by La Paz Regional Hospital under EIN 86-0260959 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $10,808,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Paz Regional Hospital
- EIN
- 86-0260959
- Plan number
- 001
- Plan type
- 2
- Location
- Parker, AZ
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $10,808,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20250715101152NAL0001223203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,808,828
- Total liabilities (EOY)
- $13
- Net assets (EOY)
- $10,808,815
- Net assets (BOY)
- $8,108,203
Income & contributions
- Employer contributions
- $372,824
- Participant contributions
- $511,636
- Total contributions
- $1,053,467
- Total income / additions
- $3,145,665
Expenses & distributions
- Benefits paid
- $333,510
- Administrative expenses
- $111,543
- Total expenses
- $445,053
- Net increase / (decrease)
- $2,700,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $111,543 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |