Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan — Form 5500 plan (Loma Linda University Faculty Medical Group)
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, Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan is a benefit plan reported by Loma Linda University Faculty Medical Group under EIN 33-0672915 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,713 participants and $612,659,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loma Linda University Faculty Medical Group
- EIN
- 33-0672915
- Plan number
- 001
- Plan type
- 2
- Location
- Loma Linda, CA
- Latest filing year
- 2023
- Participants
- 7,713
- End-of-year plan assets
- $612,659,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,713 | H, C | 20241015131742NAL0056325906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $612,659,114
- Total liabilities (EOY)
- $25,565
- Net assets (EOY)
- $612,633,549
- Net assets (BOY)
- $516,541,071
Income & contributions
- Employer contributions
- $40,760,863
- Total contributions
- $40,896,320
- Total income / additions
- $126,569,326
Expenses & distributions
- Benefits paid
- $30,248,721
- Administrative expenses
- $162,073
- Total expenses
- $30,476,848
- Net increase / (decrease)
- $96,092,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morton Capital Management LLC | NONE | $79,743 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $40,392 | $0 | 2023 |
| Envestnet Asset Management Inc | NONE | $10,913 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting And Investme | NONE | $10,603 | not reported in the loaded dataset | 2023 |
| Park Capital Group Inc | NONE | $9,594 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $5,134 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,426 | $44 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loma Linda University Faculty Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Loma Linda, CA
- Morton Capital Management LLC — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Ulrich Consulting And Investme — Schedule C compensation
- Park Capital Group Inc — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation