Clinica Sierra Vista Retirement Plan — Form 5500 plan (Clinica Sierra Vista)
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, Clinica Sierra Vista Retirement Plan is a benefit plan reported by Clinica Sierra Vista under EIN 95-2707101 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,792 participants and $73,873,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinica Sierra Vista
- EIN
- 95-2707101
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 1,792
- End-of-year plan assets
- $73,873,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,792 | H, C | 20240722165844NAL0010359121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,873,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,873,725
- Net assets (BOY)
- $59,463,701
Income & contributions
- Employer contributions
- $3,796,792
- Participant contributions
- $5,022,199
- Total contributions
- $10,083,984
- Total income / additions
- $20,970,875
Expenses & distributions
- Benefits paid
- $6,436,708
- Administrative expenses
- $122,342
- Total expenses
- $6,560,851
- Net increase / (decrease)
- $14,410,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $218,620 | $0 | 2023 |
| Principal Securities | INVESTMENT ADVISORY | $0 | $62,962 | 2023 |
| Nexus Administrators, Inc. | CONTRACT ADMINISTRATOR | $27,839 | $25,000 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinica Sierra Vista
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities — Schedule C compensation
- Nexus Administrators, Inc. — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation