2023 Form 5500 filing — Virginia Garcia Memorial Health Center Tax Sheltered Annuity 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 20250115141709NAL0011824323001) for Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan, reported by Virginia Garcia Memorial Health Center under EIN 93-0717997 and plan number 001. It reports 824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115141709NAL0011824323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Garcia Memorial Health Center
- EIN
- 93-0717997
- Plan number
- 001
- Location
- Hillsboro, OR
- Participants
- 824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,111,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,111,912
- Employer contributions
- $1,698,989
- Participant contributions
- $2,760,283
- Total income / additions
- $10,638,174
- Benefits paid
- $3,551,220
- Administrative expenses
- $123,084
- Total expenses
- $3,674,304
- Net increase / (decrease)
- $6,963,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $66,855 | $33,457 |
| Onedigital Investment Advisors LLC | NONE | $56,229 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $9,138 |