Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan — Form 5500 plan (Henry Mayo Newhall Hospital)

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, Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan is a benefit plan reported by Henry Mayo Newhall Hospital under EIN 95-2821104 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,546 participants and $162,956,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henry Mayo Newhall Hospital
EIN
95-2821104
Plan number
001
Plan type
2
Location
Valencia, CA
Latest filing year
2023
Participants
2,546
End-of-year plan assets
$162,956,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,546H, C20241013163731NAL0024942977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,956,011
Total liabilities (EOY)
$0
Net assets (EOY)
$162,956,011
Net assets (BOY)
$136,253,801

Income & contributions

Employer contributions
$4,131,293
Participant contributions
$9,542,404
Total contributions
$14,625,646
Total income / additions
$35,774,755

Expenses & distributions

Benefits paid
$8,658,251
Administrative expenses
$249,442
Total expenses
$9,072,545
Net increase / (decrease)
$26,702,210

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$179,897$02023
Sageview Advisory Group, LLCNONE$69,381not reported in the loaded dataset2023

Related Form 5500 pages