Coastal Health Alliance 403(B) Retirement Plan — Form 5500 plan (Petaluma Health Center)
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, Coastal Health Alliance 403(B) Retirement Plan is a benefit plan reported by Petaluma Health Center under EIN 68-0437840 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petaluma Health Center
- EIN
- 68-0437840
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $404,127
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $27,209
Expenses & distributions
- Benefits paid
- $429,737
- Administrative expenses
- $1,599
- Total expenses
- $431,336
- Net increase / (decrease)
- -$404,127
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.