Columbia Memorial Hospital Tsa/Thrift Plan And Trust — Form 5500 plan (Columbia Lutheran Charities Dba Columbia 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, Columbia Memorial Hospital Tsa/Thrift Plan And Trust is a benefit plan reported by Columbia Lutheran Charities Dba Columbia Memorial Hospital under EIN 93-0583856 and plan number 002. The latest loaded filing year is 2023. The filing reports 759 participants and $24,222,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Lutheran Charities Dba Columbia Memorial Hospital
- EIN
- 93-0583856
- Plan number
- 002
- Plan type
- 2
- Location
- Astoria, OR
- Latest filing year
- 2023
- Participants
- 759
- End-of-year plan assets
- $24,222,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20241015085829NAL0016018211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,222,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,222,454
- Net assets (BOY)
- $19,069,371
Income & contributions
- Employer contributions
- $2,874,656
- Total contributions
- $2,874,656
- Total income / additions
- $6,369,863
Expenses & distributions
- Benefits paid
- $1,147,488
- Administrative expenses
- $69,292
- Total expenses
- $1,216,780
- Net increase / (decrease)
- $5,153,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,292 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Lutheran Charities Dba Columbia Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Astoria, OR
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation