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Form 5500 · Retirement plan · BELLEVUE, WA

OVERLAKE HOSPITAL MEDICAL CENTER

The filing calls this plan OVERLAKE HOSPITAL MEDICAL CENTER 403(B)RETIREMENT PLAN.

OVERLAKE HOSPITAL MEDICAL CENTER of BELLEVUE, WA's retirement plan holds 2 insurance-company contracts (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)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0652651 · plan 002 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
5,161
Contracts on file
2
Contract value
$246,854
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $246,854 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

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
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC32December$180,757$0
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC19December$66,097$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
OVERLAKE HOSPITAL MEDICAL CENTER
EIN 91-0652651
FIDELITY INVESTMENTS INSTITUTIONAL
Accounting and audit · EIN 04-2647786
$258,830
paid directly by the plan
LUCID ADVISORS, INC.
INVEST ADVISOR · EIN 91-2050140
$42,208
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.

Reported to OSHA

Reported to OSHA for 2025: 2,891 employees, 105 recordable cases, 946 days away from work.

EmployeesThe company's own average for the year
2,891
Hours worked
4,708,697
Recordable cases
105
Days away from work
946

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$653,546,073
Paid out in benefits
$44,735,724
Participants at the start of the year
5,161
Participants with account balances
5,219

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

Who runs the plan

Independent accountantEIN 04-2647786
FIDELITY INVESTMENTS INSTITUTIONAL
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$34,833

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

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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

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