Original filing (PDF)20250414185918NAL0002174785001

YAKIMA NEIGHBORHOOD HEALTH SERVICES

Name: YAKIMA NEIGHBORHOOD HEALTH SERVICES — 403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES, Form 5500 (2023)
Creator: YAKIMA NEIGHBORHOOD HEALTH SERVICES

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF YAKIMA NEIGHBORHOOD HEALTH SERVICES

403(b) retirement plan

Active participants

343

Accounts w/ balance

494

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YAKIMA NEIGHBORHOOD HEALTH SERVICES.

Plan sponsor

Name

YAKIMA NEIGHBORHOOD HEALTH SERVICES

EIN

91-0928817

Address

PO BOX 2605 · 12 SOUTH 8TH STREET · YAKIMA, WA · 989072605

Phone

(509) 454-4143

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE	35-0145825	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH	93-0987232	YAKIMA, WA	NONE	$32K	—

Investments

2 pooled funds· $12.3M(84% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	$12.1M	82.4%
SEPARATE ACCOUNT FUNDS MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	$167K	1.1%