San Juan Regional Medical Center 403(B) Plan — Form 5500 plan (San Juan Regional Medical 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, San Juan Regional Medical Center 403(B) Plan is a benefit plan reported by San Juan Regional Medical Center under EIN 85-0127924 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,433 participants and $131,122,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Juan Regional Medical Center
EIN
85-0127924
Plan number
002
Plan type
2
Location
Farmington, NM
Latest filing year
2023
Participants
2,433
End-of-year plan assets
$131,122,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,433H, C20241016153153NAL0031985537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,122,940
Net assets (EOY)
$131,122,940
Net assets (BOY)
$119,251,281

Income & contributions

Employer contributions
$2,870,769
Participant contributions
$8,027,189
Total contributions
$12,074,848
Total income / additions
$31,288,097

Expenses & distributions

Benefits paid
$18,934,697
Administrative expenses
$285,236
Total expenses
$19,416,438
Net increase / (decrease)
$11,871,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$284,211$02023
Voya Retirement Insurance CoSERVICE PROVIDER$0$9942023

Related Form 5500 pages