Camarena Health 403(B) Retirement Plan — Form 5500 plan (Camarena Health)
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, Camarena Health 403(B) Retirement Plan is a benefit plan reported by Camarena Health under EIN 94-2503904 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $15,299,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Camarena Health
- EIN
- 94-2503904
- Plan number
- 001
- Plan type
- 2
- Location
- Madera, CA
- Latest filing year
- 2023
- Participants
- 608
- End-of-year plan assets
- $15,299,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20240718165952NAL0006240289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,299,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,299,134
- Net assets (BOY)
- $11,697,103
Income & contributions
- Employer contributions
- $623,894
- Participant contributions
- $1,324,025
- Total contributions
- $1,972,522
- Total income / additions
- $4,152,657
Expenses & distributions
- Benefits paid
- $467,852
- Administrative expenses
- $10,408
- Total expenses
- $550,626
- Net increase / (decrease)
- $3,602,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | OTHER SERVICES | $0 | $31,183 | 2023 |
| Nexus Administrators Inc | CONTRACT ADMINISTRATOR | $6,317 | $6,342 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,091 | $0 | 2023 |