Community Memorial Health System 403(B) Plan — Form 5500 plan (Community Memorial Health System)
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 Memorial Health System 403(B) Plan is a benefit plan reported by Community Memorial Health System under EIN 95-1683892 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,016 participants and $389,946,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Memorial Health System
- EIN
- 95-1683892
- Plan number
- 002
- Plan type
- 2
- Location
- Ventura, CA
- Latest filing year
- 2023
- Participants
- 4,016
- End-of-year plan assets
- $389,946,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,016 | H, C | 20241014132941NAL0046128688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,946,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $389,946,827
- Net assets (BOY)
- $324,696,162
Income & contributions
- Employer contributions
- $6,600,970
- Participant contributions
- $24,788,359
- Total contributions
- $33,318,643
- Total income / additions
- $93,463,717
Expenses & distributions
- Benefits paid
- $27,432,877
- Administrative expenses
- $380,509
- Total expenses
- $28,213,052
- Net increase / (decrease)
- $65,250,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,699 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $111,028 | not reported in the loaded dataset | 2023 |
| Farber Hass Hurley Llp | ACCOUNTANT/AUDITOR | $19,061 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Memorial Health System
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ventura, CA
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Farber Hass Hurley Llp — Schedule C compensation