2023 Form 5500 filing — Cottage Health 403(B) 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 20241014125159NAL0053584898001) for Cottage Health 403(B) Retirement Savings Plan, reported by Cottage Health under EIN 77-0431902 and plan number 008. It reports 2,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125159NAL0053584898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cottage Health
- EIN
- 77-0431902
- Plan number
- 008
- Location
- Santa Barbara, CA
- Participants
- 2,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,956,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,956,294
- Employer contributions
- $0
- Participant contributions
- $10,091,789
- Total income / additions
- $17,833,615
- Benefits paid
- $1,501,842
- Administrative expenses
- $89,456
- Total expenses
- $1,591,298
- Net increase / (decrease)
- $16,242,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,227 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $20,279 | not reported in the loaded dataset |