Dameron Hospital Association 403(B) Retirement Plan — Form 5500 plan (Dameron Hospital Association)
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, Dameron Hospital Association 403(B) Retirement Plan is a benefit plan reported by Dameron Hospital Association under EIN 94-1201197 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,145 participants and $76,884,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dameron Hospital Association
- EIN
- 94-1201197
- Plan number
- 002
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 1,145
- End-of-year plan assets
- $76,884,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,145 | H, C | 20251111180826NAL0008255874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,884,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,884,861
- Net assets (BOY)
- $72,496,945
Income & contributions
- Employer contributions
- $861,123
- Participant contributions
- $1,819,311
- Total contributions
- $2,755,109
- Total income / additions
- $12,714,114
Expenses & distributions
- Benefits paid
- $8,256,095
- Administrative expenses
- $70,103
- Total expenses
- $8,326,198
- Net increase / (decrease)
- $4,387,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance | NONE | $48,645 | $0 | 2023 |
| Valic Retirement Services Co. | NONE | $12,825 | $0 | 2023 |
| New York Life Insurance & Annuity | NONE | $8,632 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dameron Hospital Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Variable Annuity Life Insurance — Schedule C compensation
- Valic Retirement Services Co. — Schedule C compensation
- New York Life Insurance & Annuity — Schedule C compensation