2023 Form 5500 filing — Clinica Sierra Vista 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 20240722165844NAL0010359121001) for Clinica Sierra Vista Retirement Plan, reported by Clinica Sierra Vista under EIN 95-2707101 and plan number 001. It reports 1,792 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722165844NAL0010359121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinica Sierra Vista
- EIN
- 95-2707101
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 1,792
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,873,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,873,725
- Employer contributions
- $3,796,792
- Participant contributions
- $5,022,199
- Total income / additions
- $20,970,875
- Benefits paid
- $6,436,708
- Administrative expenses
- $122,342
- Total expenses
- $6,560,851
- Net increase / (decrease)
- $14,410,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $218,620 | $0 |
| Principal Securities | INVESTMENT ADVISORY | $0 | $62,962 |
| Nexus Administrators, Inc. | CONTRACT ADMINISTRATOR | $27,839 | $25,000 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |