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, Umpqua Health And Affiliated Companies Employee Savings Plan is a benefit plan reported by Umpqua Health, LLC under EIN 46-1250214 and plan number 003. The latest loaded filing year is 2023. The filing reports 280 participants and $14,639,383 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,639,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,639,383
- Net assets (BOY)
- $12,306,871
Income & contributions
- Employer contributions
- $600,681
- Participant contributions
- $797,819
- Total contributions
- $1,406,955
- Total income / additions
- $3,611,587
Expenses & distributions
- Benefits paid
- $1,217,027
- Administrative expenses
- $62,048
- Total expenses
- $1,279,075
- Net increase / (decrease)
- $2,332,512