Enloe Medical Center Retirement Savings Plan — Form 5500 plan (Enloe Medical Center)

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, Enloe Medical Center Retirement Savings Plan is a benefit plan reported by Enloe Medical Center under EIN 94-1603784 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,608 participants and $358,460,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enloe Medical Center
EIN
94-1603784
Plan number
002
Plan type
2
Location
Chico, CA
Latest filing year
2023
Participants
4,608
End-of-year plan assets
$358,460,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,608H, C20241015165748NAL0030418145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$358,460,925
Total liabilities (EOY)
$69,492
Net assets (EOY)
$358,391,433
Net assets (BOY)
$303,515,093

Income & contributions

Employer contributions
$0
Participant contributions
$30,600,519
Total contributions
$33,354,285
Total income / additions
$82,242,952

Expenses & distributions

Benefits paid
$26,010,961
Administrative expenses
$565,978
Total expenses
$27,366,612
Net increase / (decrease)
$54,876,340

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$341,605not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$224,373$02023

Related Form 5500 pages