Pomona Valley Hospital Medical Center Retirement Savings Plan — Form 5500 plan (Pomona Valley Hospital Medical Center)

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, Pomona Valley Hospital Medical Center Retirement Savings Plan is a benefit plan reported by Pomona Valley Hospital Medical Center under EIN 95-1115230 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,871 participants and $525,201,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pomona Valley Hospital Medical Center
EIN
95-1115230
Plan number
003
Plan type
2
Location
Pomona, CA
Latest filing year
2023
Participants
4,871
End-of-year plan assets
$525,201,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,871H, C20240826124543NAL0009698929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$525,201,271
Total liabilities (EOY)
$0
Net assets (EOY)
$525,201,271
Net assets (BOY)
$453,701,898

Income & contributions

Employer contributions
$14,162,733
Participant contributions
$25,350,510
Total contributions
$40,575,634
Total income / additions
$106,104,863

Expenses & distributions

Benefits paid
$33,870,944
Administrative expenses
$52,466
Total expenses
$34,605,490
Net increase / (decrease)
$71,499,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$35,172$02023
MorningstarNONE$17,279not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$15$02023

Related Form 5500 pages