El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan — Form 5500 plan (El Rio Santa Cruz Neighborhood Health 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, El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan is a benefit plan reported by El Rio Santa Cruz Neighborhood Health Center, Inc. under EIN 86-0285857 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,353 participants and $149,956,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
El Rio Santa Cruz Neighborhood Health Center, Inc.
EIN
86-0285857
Plan number
002
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
2,353
End-of-year plan assets
$149,956,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,353H, C20241015173044NAL0030497057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,956,482
Total liabilities (EOY)
$26,988
Net assets (EOY)
$149,929,494
Net assets (BOY)
$120,077,897

Income & contributions

Employer contributions
$6,007,891
Participant contributions
$13,064,653
Total contributions
$19,867,468
Total income / additions
$38,664,880

Expenses & distributions

Benefits paid
$8,515,221
Administrative expenses
$298,062
Total expenses
$8,813,283
Net increase / (decrease)
$29,851,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$298,062not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$39,9392023

Related Form 5500 pages