2023 Form 5500 filing — Barton Health 403(B) 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 20241010182244NAL0010333875001) for Barton Health 403(B) Plan, reported by Barton Healthcare System under EIN 94-6050274 and plan number 004. It reports 1,354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$89.6MReported net assets$89,555,125
Participants1.4K1,354
Provider compensation$78.3K2 Schedule C row(s)$78,340
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010182244NAL0010333875001
- Plan sponsor
- Barton Healthcare System
- EIN
- 94-6050274
- Plan number
- 004
- Location
- South Lake Tahoe, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$89.6M total assets
Net assets$89.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $89,555,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,555,125
- Employer contributions
- $2,963,312
- Participant contributions
- $6,453,389
- Total income / additions
- $20,175,806
- Benefits paid
- $9,576,381
- Administrative expenses
- $78,340
- Total expenses
- $9,713,500
- Net increase / (decrease)
- $10,462,306
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $57,090 | $0 |
| Creative Planning | OUTSIDE ADVISORY | $21,250 | not reported in the loaded dataset |