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Form 5500 · Retirement plan · HERMISTON, OR

GOOD SHEPHERD HEALTH CARE SYSTEM

The filing calls this plan GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN.

GOOD SHEPHERD HEALTH CARE SYSTEM of HERMISTON, OR files a Form 5500 for its retirement plan. Schedule A discloses 7 annuity or guaranteed-interest contracts held by the plan, written by THE VARIABLE ANNUITY LIFE INSURANCE CO. and 4 other insurers. 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 93-0425580 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,166
Contracts on file
7
Contract value
$14,228,546
Plan year end
December

Plan brief

Schedule A lists 7 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $14,228,546 at the end of the plan year, as reported on Schedule A.

$541 in agent commissions is disclosed across the contracts; MARTINEZ, TERNEL 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
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC68December$714,550$450
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC39December$223,056$91
GREAT AMERICAN LIFE INSURANCE COMPANYAnnuity / GIC3December$313,703$0
KANSAS CITY LIFE INSURANCE COMPANYAnnuity / GIC7December$349,948$0
RELIASTAR LIFE INSURANCE COMPANYAnnuity / GIC3December$39,669$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC887December$12,581,349$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC13December$6,271$0

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
GOOD SHEPHERD HEALTH CARE SYSTEM
EIN 93-0425580
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$154,597
paid directly by the plan
MULTNOMAH GROUP, INC.
CONSULTANT · EIN 20-0361079
$32,400
paid directly by the plan
KANSAS CITY LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 44-0308260
$7,164
paid directly by the plan
RELIASTAR LIFE INSURANCE COMPANY
SERVICE PROVIDER · EIN 41-0451140
$0
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
$92,473,994
Paid out in benefits
$6,914,832
Participants at the start of the year
1,166
Participants with account balances
1,224

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

Who runs the plan

RecordkeeperEIN 44-0308260
KANSAS CITY LIFE INSURANCE COMPANY
Independent accountantEIN 20-0079326
DINGUS, ZARECOR & ASSOCIATES, PLLC
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.

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