Peninsula Community Health Services 403(B) Plan — Form 5500 plan (Peninsula Community Health Services)
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, Peninsula Community Health Services 403(B) Plan is a benefit plan reported by Peninsula Community Health Services under EIN 94-3079770 and plan number 002. The latest loaded filing year is 2023. The filing reports 337 participants and $10,217,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Community Health Services
- EIN
- 94-3079770
- Plan number
- 002
- Plan type
- 2
- Location
- Bremerton, WA
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $10,217,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240731150134NAL0047180546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,217,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,217,250
- Net assets (BOY)
- $7,990,537
Income & contributions
- Participant contributions
- $1,349,781
- Total contributions
- $1,372,147
- Total income / additions
- $2,901,605
Expenses & distributions
- Benefits paid
- $619,852
- Administrative expenses
- $50,174
- Total expenses
- $674,892
- Net increase / (decrease)
- $2,226,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $47,874 | $0 | 2023 |
| Intergrated Wealth Concepts LLC | INVESTMENT ADVISOR | $21,515 | $0 | 2023 |