2023 Form 5500 filing — Hospice Of The East Bay 403(B) Retirement Plan
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 20240716143339NAL0005401808001) for Hospice Of The East Bay 403(B) Retirement Plan, reported by East Bay Integrated Care under EIN 94-2515405 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716143339NAL0005401808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Bay Integrated Care
- EIN
- 94-2515405
- Plan number
- 001
- Location
- Pleasant Hill, CA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,037,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,037,484
- Employer contributions
- $281,634
- Participant contributions
- $1,134,078
- Total income / additions
- $2,672,604
- Benefits paid
- $1,598,965
- Administrative expenses
- $79,053
- Total expenses
- $1,678,018
- Net increase / (decrease)
- $994,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $73,841 | not reported in the loaded dataset |
| Pensionmark Financial Group | RETIREMENT PLAN ADVISORS | $39,587 | not reported in the loaded dataset |
| Peery & Associates | RECORDKEEPER | $5,228 | not reported in the loaded dataset |