Peacehealth Southwest Medical Center Employer Contribution 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 Employer Contribution Plan is a benefit plan reported by Peacehealth under EIN 91-0939479 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,982 participants and $207,193,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peacehealth
- EIN
- 91-0939479
- Plan number
- 003
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 4,982
- End-of-year plan assets
- $207,193,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,982 | H, C | 20240909160236NAL0008029440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,193,894
- Total liabilities (EOY)
- $58
- Net assets (EOY)
- $207,193,836
- Net assets (BOY)
- $173,025,444
Income & contributions
- Employer contributions
- $17,862,566
- Participant contributions
- $0
- Total contributions
- $17,890,286
- Total income / additions
- $47,495,737
Expenses & distributions
- Benefits paid
- $13,022,244
- Administrative expenses
- $305,101
- Total expenses
- $13,327,345
- Net increase / (decrease)
- $34,168,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $246,829 | $0 | 2023 |
| Moss Adams Llp | CONSULTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,920 | not reported in the loaded dataset | 2023 |
| Sageview | INVESTMENT ADVISOR | $11,412 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peacehealth
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Fidelity Investments Institutional — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview — Schedule C compensation