2023 Form 5500 filing — Sutter Health 403(B) Legacy 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 20241014142727NAL0015103571005) for Sutter Health 403(B) Legacy Retirement Plan, reported by Sutter Health under EIN 94-2788907 and plan number 339. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142727NAL0015103571005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Health
- EIN
- 94-2788907
- Plan number
- 339
- Location
- Sacramento, CA
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,726,291
- Total liabilities (EOY)
- $17,348
- Net assets (EOY)
- $61,708,943
- Total income / additions
- $8,340,552
- Benefits paid
- $8,284,483
- Administrative expenses
- $13,454
- Total expenses
- $8,297,937
- Net increase / (decrease)
- $42,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $13,454 | $0 |