Sky Lakes Medical Center 401(K) — Form 5500 plan (Sky Lakes Medical Center, 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, Sky Lakes Medical Center 401(K) is a benefit plan reported by Sky Lakes Medical Center, Inc. under EIN 93-0508781 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,172 participants and $138,410,162 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sky Lakes Medical Center, Inc.
EIN
93-0508781
Plan number
003
Plan type
2
Location
Klamath Falls, OR
Latest filing year
2023
Participants
2,172
End-of-year plan assets
$138,410,162

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,172H, C20241010191753NAL0010366195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,410,162
Total liabilities (EOY)
$0
Net assets (EOY)
$138,410,162
Net assets (BOY)
$110,039,899

Income & contributions

Employer contributions
$6,205,509
Participant contributions
$9,208,444
Total contributions
$16,101,196
Total income / additions
$37,568,287

Expenses & distributions

Benefits paid
$9,127,369
Administrative expenses
$70,655
Total expenses
$9,198,024
Net increase / (decrease)
$28,370,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$42,320not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,335$02023

Related Form 5500 pages