Salem Health Hospitals & Clinics Retirement Plan — Form 5500 plan (Salem Health Hospitals & Clinics)

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, Salem Health Hospitals & Clinics Retirement Plan is a benefit plan reported by Salem Health Hospitals & Clinics under EIN 93-0823471 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,852 participants and $844,077,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salem Health Hospitals & Clinics
EIN
93-0823471
Plan number
002
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
6,852
End-of-year plan assets
$844,077,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,852H, C20240723131800NAL0011792001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$844,077,860
Total liabilities (EOY)
$74
Net assets (EOY)
$844,077,786
Net assets (BOY)
$700,106,351

Income & contributions

Employer contributions
$26,442,191
Participant contributions
$46,940,046
Total contributions
$80,626,792
Total income / additions
$203,699,530

Expenses & distributions

Benefits paid
$59,049,989
Administrative expenses
$636,134
Total expenses
$59,728,095
Net increase / (decrease)
$143,971,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$339,563$02023
Strategic Advisors, Inc.ADVISOR$302,640not reported in the loaded dataset2023

Related Form 5500 pages