Harbor Healthcare System 401(K) Plan — Form 5500 plan (Harbor Healthcare System, Lp)

Plain-English plan 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, Harbor Healthcare System 401(K) Plan is a benefit plan reported by Harbor Healthcare System, Lp under EIN 20-4081878 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,709 participants and $8,302,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Healthcare System, Lp
EIN
20-4081878
Plan number
001
Plan type
2
Location
Beaumont, TX
Latest filing year
2023
Participants
1,709
End-of-year plan assets
$8,302,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,709H, C20241004151546NAL0022992642003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,302,056
Total liabilities (EOY)
$9,579
Net assets (EOY)
$8,292,477
Net assets (BOY)
$6,307,224

Income & contributions

Employer contributions
$0
Participant contributions
$1,947,105
Total contributions
$2,173,878
Total income / additions
$3,361,706

Expenses & distributions

Benefits paid
$1,203,264
Administrative expenses
$162,762
Total expenses
$1,376,453
Net increase / (decrease)
$1,985,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$133,817not reported in the loaded dataset2023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$21,765not reported in the loaded dataset2023

Related Form 5500 pages