Columbia Memorial Hospital 403(B) Tax Deferred Annuity — 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 403(B) Tax Deferred Annuity is a benefit plan reported by Columbia Lutheran Charities Dba Columbia Memorial Hospital under EIN 93-0583856 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,009 participants and $44,650,869 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
- 003
- Plan type
- 2
- Location
- Astoria, OR
- Latest filing year
- 2023
- Participants
- 1,009
- End-of-year plan assets
- $44,650,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,009 | H, C | 20241015090545NAL0027900417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,650,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,650,869
- Net assets (BOY)
- $36,607,465
Income & contributions
- Employer contributions
- $3,990
- Participant contributions
- $4,383,316
- Total contributions
- $5,657,256
- Total income / additions
- $11,764,011
Expenses & distributions
- Benefits paid
- $3,610,058
- Administrative expenses
- $109,912
- Total expenses
- $3,720,607
- Net increase / (decrease)
- $8,043,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,911 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $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
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation