2023 Form 5500 filing — Santa Fe Employees Hospital Association - Coast Lines
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515141202NAL0040234161002) for Santa Fe Employees Hospital Association - Coast Lines, reported by Santa Fe Employees Hospital under EIN 95-1191130 and plan number 501. It reports 811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240515141202NAL0040234161002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fe Employees Hospital
- EIN
- 95-1191130
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,659,098
- Total liabilities (EOY)
- $1,356,312
- Net assets (EOY)
- $16,302,786
- Participant contributions
- $2,095,508
- Total income / additions
- $5,798,466
- Benefits paid
- $3,409,684
- Administrative expenses
- $1,038,032
- Total expenses
- $4,447,716
- Net increase / (decrease)
- $1,350,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dumas & Kim | CONTRACTOR | $138,834 | not reported in the loaded dataset |
| Yvonne R. Bagaman | EMPLOYEE | $131,827 | not reported in the loaded dataset |
| Wells Fargo | INVESTMENT ADVISOR | $103,561 | not reported in the loaded dataset |
| Union Pacific | CONTRACTOR | $99,442 | not reported in the loaded dataset |
| Haydee Mata | EMPLOYEE | $74,102 | not reported in the loaded dataset |
| Diana Sedano | EMPLOYEE | $73,892 | not reported in the loaded dataset |
| Cesar P. Carranceja | CONTRACTOR | $54,000 | not reported in the loaded dataset |
| Mcmenomy & Associates, Cpas, Llp | CONTRACTOR | $25,000 | not reported in the loaded dataset |
| Larry D Philippi | TRUSTEE | $21,000 | not reported in the loaded dataset |
| First Health Group Corp | CONTRACTOR | $14,201 | not reported in the loaded dataset |
| Kessner Umebayashi Bain & Matsunaga | CONTRACTOR | $11,476 | not reported in the loaded dataset |
| Clifford A Reinhold | CONTRACTOR | $10,164 | not reported in the loaded dataset |
| Susan L. Bendig | CONTRACTOR | $7,400 | not reported in the loaded dataset |
| Stephen T Dawson | TRUSTEE | $6,900 | not reported in the loaded dataset |
| Idepo Reporters | CONTRACTOR | $6,299 | not reported in the loaded dataset |
| California Deposition Reporters Inc | CONTRACTOR | $6,090 | not reported in the loaded dataset |