Stafford Health Services, Inc. Retirement Plan — Form 5500 plan (Stafford Health Services, 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, Stafford Health Services, Inc. Retirement Plan is a benefit plan reported by Stafford Health Services, Inc. under EIN 91-0841068 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stafford Health Services, Inc.
EIN
91-0841068
Plan number
001
Plan type
2
Location
Federal Way, WA
Latest filing year
2023
Participants
392
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20240810124934NAL0016111474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,440,405

Income & contributions

Employer contributions
$80,724
Participant contributions
$275,768
Total contributions
$356,492
Total income / additions
$810,957

Expenses & distributions

Benefits paid
$6,192,009
Administrative expenses
$58,361
Total expenses
$6,251,362
Net increase / (decrease)
-$5,440,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward Jones & CoRIA$10,844not reported in the loaded dataset2023
Mayer Hoffman Mccann P.C.AUDITOR$7,000not reported in the loaded dataset2023
Wilshire Accociates Inc. UsaRIA$868not reported in the loaded dataset2023

Related Form 5500 pages