Plan Snapshot
- Plan Sponsor: Samaritan Health Services
- Sponsor EIN: 930951989
- Sponsor Address: C/O SHS ACCOUNTING - PO BOX 3000, CORVALLIS, OR, 973393000
- Plan Type: DC
- Total Participants: 5,269
- Total Assets: $320.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5,269 | $320.6M | $21.5M | $0 |
| 2023 | 5,423 | $288.8M | $19.7M | $0 |
| 2022 | 6,094 | $244.6M | $19.1M | $0 |
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 | $278,898 | — | $278,898 | — | — |
| 2023 | $251,206 | — | $251,206 | — | — |
| 2022 | $198,695 | — | $198,695 | — | — |