La Frontera Center, Inc. 403(B) Plan — Form 5500 plan (La Frontera Center, 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, La Frontera Center, Inc. 403(B) Plan is a benefit plan reported by La Frontera Center, Inc. under EIN 86-0215009 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,939 participants and $18,467,850 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.5MPlan net assets, end of year$18,467,850
Participants1.9KCovered participants reported1,939
Assets / participant$9.5KComputed: assets ÷ participants$9,524 (computed)
Provider compensation$1.4M3 Schedule C provider row(s)$1,404,293
- Plan sponsor
- La Frontera Center, Inc.
- EIN
- 86-0215009
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,939 | H, C | 20241010110745NAL0033877936001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,467,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,467,850
- Net assets (BOY)
- $15,217,497
Income & contributions
- Participant contributions
- $2,216,510
- Total contributions
- $2,519,070
- Total income / additions
- $4,999,844
Expenses & distributions
- Benefits paid
- $1,614,891
- Administrative expenses
- $136,027
- Total expenses
- $1,749,491
- Net increase / (decrease)
- $3,250,353
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,360,027 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $0 | $36,580 | 2023 |
| Cbiz Benefits & Insurance Services | TPA | $0 | $7,686 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for La Frontera Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Principal Life Insurance Company — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation