Plan5500

Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan — Form 5500 plan (Yakima Valley Memorial 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, Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan is a benefit plan reported by Yakima Valley Memorial Hospital under EIN 91-0567263 and plan number 002. The latest loaded filing year is 2023. The filing reports 349 participants and $17,332,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yakima Valley Memorial Hospital
EIN
91-0567263
Plan number
002
Plan type
2
Location
Yakima, WA
Latest filing year
2023
Participants
349
End-of-year plan assets
$17,332,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241015102035NAL0029236017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,332,161
Total liabilities (EOY)
$0
Net assets (EOY)
$17,332,161
Net assets (BOY)
$16,280,500

Income & contributions

Total contributions
$0
Total income / additions
$2,519,610

Expenses & distributions

Benefits paid
$1,450,291
Administrative expenses
$17,658
Total expenses
$1,467,949
Net increase / (decrease)
$1,051,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ValicRECORDKEEPER$16,955not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER$703$02023

Related Form 5500 pages