2023 Form 5500 filing — San Juan Regional Medical Center 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 20241016153153NAL0031985537001) for San Juan Regional Medical Center 403(B) Plan, reported by San Juan Regional Medical Center under EIN 85-0127924 and plan number 002. It reports 2,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016153153NAL0031985537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Juan Regional Medical Center
- EIN
- 85-0127924
- Plan number
- 002
- Location
- Farmington, NM
- Participants
- 2,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,122,940
- Net assets (EOY)
- $131,122,940
- Employer contributions
- $2,870,769
- Participant contributions
- $8,027,189
- Total income / additions
- $31,288,097
- Benefits paid
- $18,934,697
- Administrative expenses
- $285,236
- Total expenses
- $19,416,438
- Net increase / (decrease)
- $11,871,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $284,211 | $0 |
| Voya Retirement Insurance Co | SERVICE PROVIDER | $0 | $994 |