2023 Form 5500 filing — Pomona Valley Hospital Medical Center Retirement Savings 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 20240826124543NAL0009698929001) for Pomona Valley Hospital Medical Center Retirement Savings Plan, reported by Pomona Valley Hospital Medical Center under EIN 95-1115230 and plan number 003. It reports 4,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826124543NAL0009698929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pomona Valley Hospital Medical Center
- EIN
- 95-1115230
- Plan number
- 003
- Location
- Pomona, CA
- Participants
- 4,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $525,201,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $525,201,271
- Employer contributions
- $14,162,733
- Participant contributions
- $25,350,510
- Total income / additions
- $106,104,863
- Benefits paid
- $33,870,944
- Administrative expenses
- $52,466
- Total expenses
- $34,605,490
- Net increase / (decrease)
- $71,499,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $35,172 | $0 |
| Morningstar | NONE | $17,279 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $15 | $0 |