Torrance Health Association Employees Retirement Plan — Form 5500 plan (Torrance Health Association)
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, Torrance Health Association Employees Retirement Plan is a benefit plan reported by Torrance Health Association under EIN 33-0073515 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,959 participants and $431,488,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Torrance Health Association
- EIN
- 33-0073515
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 2,959
- End-of-year plan assets
- $431,488,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,959 | H, C | 20241015144043NAL0014865443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $431,488,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $431,488,560
- Net assets (BOY)
- $405,940,243
Income & contributions
- Total contributions
- $0
- Total income / additions
- $47,872,556
Expenses & distributions
- Benefits paid
- $18,949,777
- Administrative expenses
- $3,332,031
- Total expenses
- $22,324,239
- Net increase / (decrease)
- $25,548,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lazard Asset Management, LLC | NONE | $155,501 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $132,697 | not reported in the loaded dataset | 2023 |
| Nuveen | NONE | $128,871 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $118,693 | $0 | 2023 |
| Zacks | NONE | $111,005 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments, LLC | NONE | $103,935 | not reported in the loaded dataset | 2023 |
| Reinhart Partners | NONE | $68,274 | not reported in the loaded dataset | 2023 |
| Beaumont Sector Rotation | NONE | $66,140 | not reported in the loaded dataset | 2023 |
| Renaissance | NONE | $61,060 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $52,616 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $42,720 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $29,144 | not reported in the loaded dataset | 2023 |
| Guardian Financial | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $24,862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Torrance Health Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Lazard Asset Management, LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Nuveen — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Zacks — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Reinhart Partners — Schedule C compensation
- Beaumont Sector Rotation — Schedule C compensation
- Renaissance — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Mercer — Schedule C compensation
- Guardian Financial — Schedule C compensation
- Charles Schwab — Schedule C compensation