2023 Form 5500 filing — Clinica Family 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 20241015155936NAL0015027523001) for Clinica Family Health 403(B) Plan, reported by Clinica Family Health under EIN 84-0743432 and plan number 002. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155936NAL0015027523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinica Family Health
- EIN
- 84-0743432
- Plan number
- 002
- Location
- Lafayette, CO
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,982,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,982,392
- Employer contributions
- $717,634
- Participant contributions
- $2,252,822
- Total income / additions
- $8,186,364
- Benefits paid
- $3,536,236
- Administrative expenses
- $150,042
- Total expenses
- $3,686,278
- Net increase / (decrease)
- $4,500,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,042 | $0 |
| Mosaic Family Wealth Partners, LLC | INVESTMENT ADVISORY | $0 | $55,994 |
| Qualified Pension Services Inc. | CONTRACT ADMINISTRATOR | $0 | $21,782 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |