Plan5500

Marana Health Center, Inc. 403b Plan — Form 5500 plan (Marana 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, Marana Health Center, Inc. 403b Plan is a benefit plan reported by Marana Health Center, Inc. under EIN 86-6053462 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $27,609,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marana Health Center, Inc.
EIN
86-6053462
Plan number
001
Plan type
2
Location
Marana, AZ
Latest filing year
2023
Participants
867
End-of-year plan assets
$27,609,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023867H, C20240911155349NAL0012712160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,609,373
Total liabilities (EOY)
$311
Net assets (EOY)
$27,609,062
Net assets (BOY)
$24,278,248

Income & contributions

Employer contributions
$660,815
Participant contributions
$1,658,737
Total contributions
$2,442,438
Total income / additions
$4,210,450

Expenses & distributions

Benefits paid
$819,017
Administrative expenses
$60,619
Total expenses
$879,636
Net increase / (decrease)
$3,330,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$30,259not reported in the loaded dataset2023
Commonwealth Financial NetworkINVESTMENT ADVISOR$22,628not reported in the loaded dataset2023
Norton Retirement Services,Inc.TPA$9,687not reported in the loaded dataset2023

Related Form 5500 pages