Public Health Foundation Enterprises, Inc. 403(B) Plan — Form 5500 plan (Public Health Foundation Enter)
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, Public Health Foundation Enterprises, Inc. 403(B) Plan is a benefit plan reported by Public Health Foundation Enter under EIN 95-2557063 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,453 participants and $178,627,576 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$178.6MPlan net assets, end of year$178,627,576
Participants3.5KCovered participants reported3,453
Assets / participant$51.7KComputed: assets ÷ participants$51,731 (computed)
Provider compensation$583.8K4 Schedule C provider row(s)$583,767
- Plan sponsor
- Public Health Foundation Enter
- EIN
- 95-2557063
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,453 | H, C | 20250403151600NAL0015953136001 |
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)$178.6M total assets
Net assets$178.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $178,627,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,627,576
- Net assets (BOY)
- $151,998,124
Income & contributions
- Employer contributions
- $8,155,252
- Participant contributions
- $9,238,529
- Total contributions
- $17,812,231
- Total income / additions
- $40,358,049
Expenses & distributions
- Benefits paid
- $12,944,506
- Administrative expenses
- $583,767
- Total expenses
- $13,728,597
- Net increase / (decrease)
- $26,629,452
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.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $292,420 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $250,219 | $0 | 2023 |
| Public Health Foundation Enterprise | OTHER | $37,571 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,557 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Public Health Foundation Enter
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Public Health Foundation Enterprise — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation