Plan5500

Stanford Health Care Tri-Valley Defined Contribution Retirement Plan — Form 5500 plan (Stanford Health Care Tri-Valley)

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, Stanford Health Care Tri-Valley Defined Contribution Retirement Plan is a benefit plan reported by Stanford Health Care Tri-Valley under EIN 94-1429628 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,295 participants and $40,473,139 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanford Health Care Tri-Valley
EIN
94-1429628
Plan number
003
Plan type
2
Location
Livermore, CA
Latest filing year
2023
Participants
1,295
End-of-year plan assets
$40,473,139

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,295H, C20240819144804NAL0002830688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,473,139
Total liabilities (EOY)
$0
Net assets (EOY)
$40,473,139
Net assets (BOY)
$36,942,807

Income & contributions

Total contributions
$0
Total income / additions
$6,009,621

Expenses & distributions

Benefits paid
$2,424,176
Administrative expenses
$55,113
Total expenses
$2,479,289
Net increase / (decrease)
$3,530,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$55,113$02023

Related Form 5500 pages