Plan5500

St. Rose Hospital 403(B) Savings Plan — Form 5500 plan (St. Rose Hospital)

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, St. Rose Hospital 403(B) Savings Plan is a benefit plan reported by St. Rose Hospital under EIN 94-1668344 and plan number 005. The latest loaded filing year is 2023. The filing reports 935 participants and $55,983,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Rose Hospital
EIN
94-1668344
Plan number
005
Plan type
2
Location
Hayward, CA
Latest filing year
2023
Participants
935
End-of-year plan assets
$55,983,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023935H, C20240823111719NAL0013018050001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,983,194
Net assets (EOY)
$55,983,194
Net assets (BOY)
$47,131,743

Income & contributions

Employer contributions
$844,433
Participant contributions
$3,660,838
Total contributions
$4,723,871
Total income / additions
$12,046,782

Expenses & distributions

Benefits paid
$3,272,395
Administrative expenses
$89,436
Total expenses
$3,423,528
Net increase / (decrease)
$8,623,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$54,686$02023
Baker Tilly Management LLCINVESTMENT ADVISORY$25,000not reported in the loaded dataset2023
Jwt & Associates. LlpAUDITOR$9,750not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages