Clinica Family Health 403(B) Plan — Form 5500 plan (Clinica Family Health)
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, Clinica Family Health 403(B) Plan is a benefit plan reported by Clinica Family Health under EIN 84-0743432 and plan number 002. The latest loaded filing year is 2023. The filing reports 878 participants and $31,982,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinica Family Health
- EIN
- 84-0743432
- Plan number
- 002
- Plan type
- 2
- Location
- Lafayette, CO
- Latest filing year
- 2023
- Participants
- 878
- End-of-year plan assets
- $31,982,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20241015155936NAL0015027523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,982,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,982,392
- Net assets (BOY)
- $27,482,306
Income & contributions
- Employer contributions
- $717,634
- Participant contributions
- $2,252,822
- Total contributions
- $3,455,215
- Total income / additions
- $8,186,364
Expenses & distributions
- Benefits paid
- $3,536,236
- Administrative expenses
- $150,042
- Total expenses
- $3,686,278
- Net increase / (decrease)
- $4,500,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,042 | $0 | 2023 |
| Mosaic Family Wealth Partners, LLC | INVESTMENT ADVISORY | $0 | $55,994 | 2023 |
| Qualified Pension Services Inc. | CONTRACT ADMINISTRATOR | $0 | $21,782 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinica Family Health
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Lafayette, CO
- Principal Life Insurance Company — Schedule C compensation
- Mosaic Family Wealth Partners, LLC — Schedule C compensation
- Qualified Pension Services Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation