2023 Form 5500 filing — Emanate Health 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 20250106122507NAL0004442691001) for Emanate Health Retirement Plan, reported by Emanate Health under EIN 95-3885523 and plan number 002. It reports 4,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106122507NAL0004442691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emanate Health
- EIN
- 95-3885523
- Plan number
- 002
- Location
- Covina, CA
- Participants
- 4,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $381,620,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $381,620,694
- Employer contributions
- $7,694,515
- Participant contributions
- $20,038,655
- Total income / additions
- $71,591,322
- Benefits paid
- $25,249,289
- Administrative expenses
- $542,342
- Total expenses
- $27,047,384
- Net increase / (decrease)
- $44,543,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $435,370 | $0 |
| Morgan Stanley Graystone Consulting | SERVICE PROVIDER | $81,000 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $25,972 | not reported in the loaded dataset |