Plan5500

Sante Health System Retirement Plan — Form 5500 plan (Sante Health Systems, Inc.)

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, Sante Health System Retirement Plan is a benefit plan reported by Sante Health Systems, Inc. under EIN 77-0382381 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,223 participants and $31,937,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sante Health Systems, Inc.
EIN
77-0382381
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
1,223
End-of-year plan assets
$31,937,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,223H, C20241011161940NAL0011165859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,937,046
Total liabilities (EOY)
$101,062
Net assets (EOY)
$31,835,984
Net assets (BOY)
$28,388,903

Income & contributions

Employer contributions
$681,002
Participant contributions
$2,012,685
Total contributions
$2,898,292
Total income / additions
$7,527,060

Expenses & distributions

Benefits paid
$3,831,901
Administrative expenses
$248,078
Total expenses
$4,079,979
Net increase / (decrease)
$3,447,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST CUSTODIAN$131,321$3,2582023
National Benefit ServicesTPA$19,033not reported in the loaded dataset2023
Brinker Capital InvestmentsMONEY MANAGER$8,471not reported in the loaded dataset2023

Related Form 5500 pages