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Form 5500 · Retirement plan · SANDPOINT, ID

BONNER GENERAL HOSPITAL, INC.

The filing calls this plan BONNER GENERAL HOSPITAL 403(B) PLAN.

BONNER GENERAL HOSPITAL, INC. of SANDPOINT, ID's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0207116 · plan 002 · plan year 2024, filed Sep 4, 2025

Participants at the start of the year
530
Contracts on file
1
Contract value
$880,895
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $880,895 at the end of the plan year, as reported on Schedule A.

$1,887 in agent commissions is disclosed across the contracts; LPL FINANCIAL CORPORATION is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC35December$880,895$1,887

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BONNER GENERAL HOSPITAL, INC.
EIN 82-0207116
LPL FINANCIAL RPCP
Named on Schedule C · EIN 04-3046611
$46,662
paid directly by the plan
ASCENSUS LLC
Recordkeeping and information management · EIN 11-3665754
$32,254
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$24,010,087
Paid out in benefits
$3,095,262
Participants at the start of the year
530
Participants with account balances
342

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 11-3665754
ASCENSUS LLC
Independent accountantEIN 45-0250958
EIDE BAILLY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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