2023 Form 5500 filing — Henry Mayo Newhall Memorial Hospital & Foundation 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 20241013163731NAL0024942977001) for Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan, reported by Henry Mayo Newhall Hospital under EIN 95-2821104 and plan number 001. It reports 2,546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013163731NAL0024942977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Mayo Newhall Hospital
- EIN
- 95-2821104
- Plan number
- 001
- Location
- Valencia, CA
- Participants
- 2,546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,956,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,956,011
- Employer contributions
- $4,131,293
- Participant contributions
- $9,542,404
- Total income / additions
- $35,774,755
- Benefits paid
- $8,658,251
- Administrative expenses
- $249,442
- Total expenses
- $9,072,545
- Net increase / (decrease)
- $26,702,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $179,897 | $0 |
| Sageview Advisory Group, LLC | NONE | $69,381 | not reported in the loaded dataset |