WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 1000 HIGHWAY 12,HETTINGER,ND
  • Contact person: ANDREA WERLINGER
  • Phone: (701) 567-6206

Plan General Information

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is $25,261,968.00.This plan was established in 2009.

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is 396

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is $63,792.00

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is $2,042.00.

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is approximately $1,132.00
Investing in this additonal $1,132.00 for 20 years would give you extra $72,460.00, assuming a 10% annual return.

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2023, WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN allocates $448,350.00 to match its employees' contributions, providing an employer match rate of 53.09% of their contributions

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is 3.79%.

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is 16.07%. This measures the effectiveness of the plan participants' investments in the year.

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN is 0.27%.

Enrollment Features

WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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