Heritage Health 403(B) Plan — Form 5500 plan (Heritage 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, Heritage Health 403(B) Plan is a benefit plan reported by Heritage Health under EIN 94-3036820 and plan number 002. The latest loaded filing year is 2023. The filing reports 462 participants and $7,190,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Health
- EIN
- 94-3036820
- Plan number
- 002
- Plan type
- 2
- Location
- Hayden, ID
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $7,190,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241003155739NAL0005025939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,190,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,190,268
- Net assets (BOY)
- $5,251,405
Income & contributions
- Employer contributions
- $595,993
- Participant contributions
- $1,260,037
- Total contributions
- $2,143,389
- Total income / additions
- $3,160,205
Expenses & distributions
- Benefits paid
- $1,141,780
- Administrative expenses
- $79,562
- Total expenses
- $1,221,342
- Net increase / (decrease)
- $1,938,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $32,714 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $30,677 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $12,554 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services | CONTRACT ADMIN | $5,075 | $6,134 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Health
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Hayden, ID
- Great-West Life & Annuity Insurance — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Advised Assets Group — Schedule C compensation
- Professional Benefit Services — Schedule C compensation
- Raymond James — Schedule C compensation