Plan Snapshot
- Plan Sponsor: Samaritan Health Services
- Sponsor EIN: 930951989
- Sponsor Address: C/O SHS ACCOUNTING - PO BOX 3000, CORVALLIS, OR, 973393000
- Plan Type: 403(b)
- Total Participants: 6,427
- Total Assets: $703.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,427 | $703.3M | $10.2M | $46.3M |
| 2023 | 6,548 | $614.6M | $9.5M | $42.8M |
| 2022 | 6,290 | $510.2M | $8.7M | $39.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $475,324 | — | $475,324 | — | — |
| 2023 | $484,826 | — | $484,826 | — | — |
| 2022 | $464,918 | — | $464,918 | — | — |