Utah Navajo Health System, Inc. 403(B) Plan — Form 5500 plan (Utah Navajo Health System, Inc.)
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, Utah Navajo Health System, Inc. 403(B) Plan is a benefit plan reported by Utah Navajo Health System, Inc. under EIN 87-0560763 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $24,438,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Navajo Health System, Inc.
- EIN
- 87-0560763
- Plan number
- 001
- Plan type
- 2
- Location
- Montezuma Creek, UT
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $24,438,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20241008113306NAL0016532897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,438,336
- Total liabilities (EOY)
- $1,091
- Net assets (EOY)
- $24,437,245
- Net assets (BOY)
- $19,241,077
Income & contributions
- Employer contributions
- $1,495,515
- Participant contributions
- $1,471,446
- Total contributions
- $3,034,184
- Total income / additions
- $6,099,776
Expenses & distributions
- Benefits paid
- $856,273
- Administrative expenses
- $47,335
- Total expenses
- $903,608
- Net increase / (decrease)
- $5,196,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $89,507 | $6,999 | 2023 |
| Wc Administrators, LLC | TPA | $45,640 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $27,334 | $0 | 2023 |
| Leafhouse Financial | INVESTMENT ADVISOR | $12,069 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Navajo Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Montezuma Creek, UT
- Nationwide — Schedule C compensation
- Wc Administrators, LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Leafhouse Financial — Schedule C compensation