Enloe Medical Center Defined Contribution Retirement 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 Defined Contribution Retirement Plan is a benefit plan reported by Enloe Medical Center under EIN 94-1603784 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,897 participants and $217,930,922 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
003
Plan type
2
Location
Chico, CA
Latest filing year
2023
Participants
3,897
End-of-year plan assets
$217,930,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,897H, C20241015170338NAL0049044016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,930,922
Total liabilities (EOY)
$61,864
Net assets (EOY)
$217,869,058
Net assets (BOY)
$185,715,826

Income & contributions

Employer contributions
$15,867,419
Participant contributions
$0
Total contributions
$15,867,419
Total income / additions
$45,856,107

Expenses & distributions

Benefits paid
$13,354,804
Administrative expenses
$348,071
Total expenses
$13,702,875
Net increase / (decrease)
$32,153,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$221,550not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$126,521$02023

Related Form 5500 pages