2023 Form 5500 filing — Stanford Health Care Tri-Valley Defined Contribution 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 20240819144804NAL0002830688001) for Stanford Health Care Tri-Valley Defined Contribution Retirement Plan, reported by Stanford Health Care Tri-Valley under EIN 94-1429628 and plan number 003. It reports 1,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819144804NAL0002830688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stanford Health Care Tri-Valley
- EIN
- 94-1429628
- Plan number
- 003
- Location
- Livermore, CA
- Participants
- 1,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,473,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,473,139
- Total income / additions
- $6,009,621
- Benefits paid
- $2,424,176
- Administrative expenses
- $55,113
- Total expenses
- $2,479,289
- Net increase / (decrease)
- $3,530,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $55,113 | $0 |