Tri-State Memorial Hospital, Inc. Retirement Plan — Form 5500 plan (Tri-State Memorial Hospital, 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, Tri-State Memorial Hospital, Inc. Retirement Plan is a benefit plan reported by Tri-State Memorial Hospital, Inc. under EIN 91-0545036 and plan number 002. The latest loaded filing year is 2023. The filing reports 839 participants and $44,242,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-State Memorial Hospital, Inc.
EIN
91-0545036
Plan number
002
Plan type
2
Location
Clarkston, WA
Latest filing year
2023
Participants
839
End-of-year plan assets
$44,242,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023839H, C20241010182133NAL0041829186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,242,607
Total liabilities (EOY)
$0
Net assets (EOY)
$44,242,607
Net assets (BOY)
$36,872,790

Income & contributions

Employer contributions
$1,511,225
Participant contributions
$3,000,785
Total contributions
$4,629,350
Total income / additions
$10,662,357

Expenses & distributions

Benefits paid
$3,147,903
Administrative expenses
$123,151
Total expenses
$3,292,540
Net increase / (decrease)
$7,369,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National Life Insurance CoSERVICE PROVIDER$108,231$02023
D.A. Davidson & Co.CONSULTANT$14,920not reported in the loaded dataset2023

Related Form 5500 pages