Hospice Of The East Bay 403(B) Retirement Plan — Form 5500 plan (East Bay Integrated Care)
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, Hospice Of The East Bay 403(B) Retirement Plan is a benefit plan reported by East Bay Integrated Care under EIN 94-2515405 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $12,037,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Bay Integrated Care
- EIN
- 94-2515405
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Hill, CA
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $12,037,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20240716143339NAL0005401808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,037,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,037,484
- Net assets (BOY)
- $11,042,898
Income & contributions
- Employer contributions
- $281,634
- Participant contributions
- $1,134,078
- Total contributions
- $1,425,521
- Total income / additions
- $2,672,604
Expenses & distributions
- Benefits paid
- $1,598,965
- Administrative expenses
- $79,053
- Total expenses
- $1,678,018
- Net increase / (decrease)
- $994,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $73,841 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group | RETIREMENT PLAN ADVISORS | $39,587 | not reported in the loaded dataset | 2023 |
| Peery & Associates | RECORDKEEPER | $5,228 | not reported in the loaded dataset | 2023 |