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, Hoag Sheltered Savings Plan is a benefit plan reported by Hoag Memorial Hospital Presbyterian under EIN 95-1643327 and plan number 005. The latest loaded filing year is 2023. The filing reports 10,444 participants and $1,063,702,338 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,063,702,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,063,702,338
- Net assets (BOY)
- $853,151,386
Income & contributions
- Employer contributions
- $36,389,418
- Participant contributions
- $64,752,599
- Total contributions
- $112,036,262
- Total income / additions
- $280,217,616
Expenses & distributions
- Benefits paid
- $68,807,103
- Administrative expenses
- $658,668
- Total expenses
- $69,666,664
- Net increase / (decrease)
- $210,550,952