San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan — Form 5500 plan (San Gorgonio Memorial Hospital)
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, San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan is a benefit plan reported by San Gorgonio Memorial Hospital under EIN 33-0420041 and plan number 001. The latest loaded filing year is 2023. The filing reports 696 participants and $33,062,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Gorgonio Memorial Hospital
- EIN
- 33-0420041
- Plan number
- 001
- Plan type
- 2
- Location
- Banning, CA
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $33,062,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250127175916NAL0013294017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,062,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,062,221
- Net assets (BOY)
- $29,237,290
Income & contributions
- Employer contributions
- $1,327,665
- Participant contributions
- $2,443,189
- Total contributions
- $3,851,662
- Total income / additions
- $7,809,656
Expenses & distributions
- Benefits paid
- $4,121,708
- Administrative expenses
- $60,460
- Total expenses
- $4,185,388
- Net increase / (decrease)
- $3,624,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $41,553 | $0 | 2023 |