Plan5500

Peacehealth Southwest Medical Center Retirement Savings Plan — Form 5500 plan (Peacehealth)

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, Peacehealth Southwest Medical Center Retirement Savings Plan is a benefit plan reported by Peacehealth under EIN 91-0939479 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,881 participants and $307,236,617 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peacehealth
EIN
91-0939479
Plan number
002
Plan type
2
Location
Vancouver, WA
Latest filing year
2023
Participants
4,881
End-of-year plan assets
$307,236,617

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,881H, C20240909174209NAL0005810689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$307,236,617
Total liabilities (EOY)
$0
Net assets (EOY)
$307,236,617
Net assets (BOY)
$259,899,280

Income & contributions

Participant contributions
$22,993,343
Total contributions
$25,508,287
Total income / additions
$72,686,438

Expenses & distributions

Benefits paid
$25,149,052
Administrative expenses
$72,369
Total expenses
$25,349,101
Net increase / (decrease)
$47,337,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Instl Ops CoRECORDKEEPER / ADMIN$32,892$02023
Strategic AdvisorsINV ADV$25,715not reported in the loaded dataset2023
Sageview Advisory GroupINVESTMENT CONSULTANT$5,444not reported in the loaded dataset2023

Related Form 5500 pages