By The Bay Health 403(B) Plan — Form 5500 plan (By The Bay 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, By The Bay Health 403(B) Plan is a benefit plan reported by By The Bay Health under EIN 94-2890791 and plan number 001. The latest loaded filing year is 2023. The filing reports 756 participants and $30,983,728 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$31MPlan net assets, end of year$30,983,728
Participants756Covered participants reported
Assets / participant$41KComputed: assets ÷ participants$40,984 (computed)
Provider compensation$24.9K1 Schedule C provider row(s)$24,947
- Plan sponsor
- By The Bay Health
- EIN
- 94-2890791
- Plan number
- 001
- Plan type
- 2
- Location
- Larkspur, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20241015134827NAL0028632465001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$31M total assets
Net assets$31MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,983,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,983,728
- Net assets (BOY)
- $25,945,835
Income & contributions
- Employer contributions
- $580,497
- Participant contributions
- $2,864,669
- Total contributions
- $3,540,767
- Total income / additions
- $8,023,612
Expenses & distributions
- Benefits paid
- $2,941,830
- Administrative expenses
- $24,948
- Total expenses
- $2,985,719
- Net increase / (decrease)
- $5,037,893
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,947 | $0 | 2023 |