Plan5500

Emeriti Retiree Health Plan For Saint Mary'S College Of California — Form 5500 plan (Saint Marys College Of California)

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, Emeriti Retiree Health Plan For Saint Mary'S College Of California is a benefit plan reported by Saint Marys College Of California under EIN 94-1156599 and plan number 625. The latest loaded filing year is 2023. The filing reports 752 participants and $13,194,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,194,258
Participants752Covered participants reported
Assets / participant$17.5KComputed: assets ÷ participants$17,546 (computed)
Provider compensation$47.2K2 Schedule C provider row(s)$47,161
Plan sponsor
Saint Marys College Of California
EIN
94-1156599
Plan number
625
Plan type
2
Location
Moraga, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    752 participants · 2Sch HSch C
    View filing →
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)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$871.1K
Benefits paid / distributions$823.9K
Contributions
Employer$122.8K
Participant$88.2K
Full reported line items

Net assets

Total assets (EOY)
$13,194,258
Total liabilities (EOY)
$0
Net assets (EOY)
$13,194,258
Net assets (BOY)
$12,285,559

Income & contributions

Employer contributions
$122,790
Participant contributions
$88,215
Total contributions
$211,005
Total income / additions
$1,779,776

Expenses & distributions

Benefits paid
$823,916
Administrative expenses
$47,161
Total expenses
$871,077
Net increase / (decrease)
$908,699
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.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Emeriti Retirement Health Solutions$47.2K
    CONSULTANT · Direct $47.2K
  2. 2
    Baker Tilly Us, Llp$0
    ACCOUNTANT · Direct $0

What to inspect next

Frequently asked questions

Who sponsors the Emeriti Retiree Health Plan For Saint Mary'S College Of California?
Emeriti Retiree Health Plan For Saint Mary'S College Of California is reported as sponsored by Saint Marys College Of California (EIN 94-1156599, plan number 625) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Emeriti Retiree Health Plan For Saint Mary'S College Of California?
The latest Form 5500 filing year loaded for Emeriti Retiree Health Plan For Saint Mary'S College Of California is 2023.
How many participants does Emeriti Retiree Health Plan For Saint Mary'S College Of California report?
Emeriti Retiree Health Plan For Saint Mary'S College Of California reports 752 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Emeriti Retiree Health Plan For Saint Mary'S College Of California?
Emeriti Retiree Health Plan For Saint Mary'S College Of California reports $13,194,258 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages