2023 Form 5500 filing — Public Health Foundation Enterprises, Inc. 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 20250403151600NAL0015953136001) for Public Health Foundation Enterprises, Inc. 403(B) Plan, reported by Public Health Foundation Enter under EIN 95-2557063 and plan number 001. It reports 3,453 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)$178.6MReported net assets$178,627,576
Participants3.5K3,453
Provider compensation$583.8K4 Schedule C row(s)$583,767
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250403151600NAL0015953136001
- Plan sponsor
- Public Health Foundation Enter
- EIN
- 95-2557063
- Plan number
- 001
- Location
- City Of Industry, 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)$178.6M total assets
Net assets$178.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $178,627,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,627,576
- Employer contributions
- $8,155,252
- Participant contributions
- $9,238,529
- Total income / additions
- $40,358,049
- Benefits paid
- $12,944,506
- Administrative expenses
- $583,767
- Total expenses
- $13,728,597
- Net increase / (decrease)
- $26,629,452
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $292,420 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $250,219 | $0 |
| Public Health Foundation Enterprise | OTHER | $37,571 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,557 | not reported in the loaded dataset |