Columbia Community Mental Health 403(B) Plan — Form 5500 plan (Columbia Community Mental Health)
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 Community Mental Health 403(B) Plan is a benefit plan reported by Columbia Community Mental Health under EIN 93-0644303 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $9,070,864 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,070,853
Participants297Covered participants reported
Assets / participant$30.5KComputed: assets ÷ participants$30,542 (computed)
Provider compensation$31.4K2 Schedule C provider row(s)$31,416
- Plan sponsor
- Columbia Community Mental Health
- EIN
- 93-0644303
- Plan number
- 001
- Plan type
- 2
- Location
- St Helens, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20250205134556NAL0017807456001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$11
Full reported line items
Net assets
- Total assets (EOY)
- $9,070,864
- Total liabilities (EOY)
- $11
- Net assets (EOY)
- $9,070,853
- Net assets (BOY)
- $7,538,032
Income & contributions
- Employer contributions
- $380,973
- Participant contributions
- $775,620
- Total contributions
- $1,164,173
- Total income / additions
- $2,191,676
Expenses & distributions
- Benefits paid
- $627,439
- Administrative expenses
- $31,416
- Total expenses
- $658,855
- Net increase / (decrease)
- $1,532,821
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $26,521 | not reported in the loaded dataset | 2023 |
| Schwab Trust | CUSTODIAN | $4,895 | not reported in the loaded dataset | 2023 |