2023 Form 5500 filing — Marana Health Center, Inc. 403b 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 20240911155349NAL0012712160001) for Marana Health Center, Inc. 403b Plan, reported by Marana Health Center, Inc. under EIN 86-6053462 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911155349NAL0012712160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marana Health Center, Inc.
- EIN
- 86-6053462
- Plan number
- 001
- Location
- Marana, AZ
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,609,373
- Total liabilities (EOY)
- $311
- Net assets (EOY)
- $27,609,062
- Employer contributions
- $660,815
- Participant contributions
- $1,658,737
- Total income / additions
- $4,210,450
- Benefits paid
- $819,017
- Administrative expenses
- $60,619
- Total expenses
- $879,636
- Net increase / (decrease)
- $3,330,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $30,259 | not reported in the loaded dataset |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $22,628 | not reported in the loaded dataset |
| Norton Retirement Services,Inc. | TPA | $9,687 | not reported in the loaded dataset |