2023 Form 5500 filing — By The Bay 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 20241015134827NAL0028632465001) for By The Bay Health 403(B) Plan, reported by By The Bay Health under EIN 94-2890791 and plan number 001. It reports 756 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)$31MReported net assets$30,983,728
Participants756
Provider compensation$24.9K1 Schedule C row(s)$24,947
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015134827NAL0028632465001
- Plan sponsor
- By The Bay Health
- EIN
- 94-2890791
- Plan number
- 001
- Location
- Larkspur, 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)$31M total assets
Net assets$31MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,983,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,983,728
- Employer contributions
- $580,497
- Participant contributions
- $2,864,669
- Total income / additions
- $8,023,612
- Benefits paid
- $2,941,830
- Administrative expenses
- $24,948
- Total expenses
- $2,985,719
- Net increase / (decrease)
- $5,037,893
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,947 | $0 |