Community Hospitals Of Central California Tax Sheltered Annuity Plan — Form 5500 plan (Community Hospitals Of Central California)
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, Community Hospitals Of Central California Tax Sheltered Annuity Plan is a benefit plan reported by Community Hospitals Of Central California under EIN 94-2864615 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,350 participants and $556,901,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Hospitals Of Central California
- EIN
- 94-2864615
- Plan number
- 002
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 11,350
- End-of-year plan assets
- $556,901,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,350 | H, C | 20241106144627NAL0005347955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $556,901,648
- Net assets (EOY)
- $556,901,648
- Net assets (BOY)
- $438,882,475
Income & contributions
- Employer contributions
- $18,828,803
- Participant contributions
- $49,729,050
- Total contributions
- $75,429,554
- Total income / additions
- $157,352,136
Expenses & distributions
- Benefits paid
- $38,562,810
- Administrative expenses
- $619,953
- Total expenses
- $39,332,963
- Net increase / (decrease)
- $118,019,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $492,862 | $0 | 2023 |
| Ubs Financial Services, Inc | ADVISOR | $93,910 | not reported in the loaded dataset | 2023 |
| Moss Adams | AUDITOR | $17,545 | not reported in the loaded dataset | 2023 |
| Pathways Advisory Group Inc | SECURITIES BROKER | $7,985 | not reported in the loaded dataset | 2023 |
| Regency Investment Advisors Inc | SECURITIES BROKER | $6,452 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $490 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Hospitals Of Central California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Moss Adams — Schedule C compensation
- Pathways Advisory Group Inc — Schedule C compensation
- Regency Investment Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation