Emanate Health Retirement Plan — Form 5500 plan (Emanate Health)
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, Emanate Health Retirement Plan is a benefit plan reported by Emanate Health under EIN 95-3885523 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,386 participants and $381,620,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emanate Health
- EIN
- 95-3885523
- Plan number
- 002
- Plan type
- 2
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 4,386
- End-of-year plan assets
- $381,620,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,386 | H, C | 20250106122507NAL0004442691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $381,620,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $381,620,694
- Net assets (BOY)
- $337,076,756
Income & contributions
- Employer contributions
- $7,694,515
- Participant contributions
- $20,038,655
- Total contributions
- $30,933,429
- Total income / additions
- $71,591,322
Expenses & distributions
- Benefits paid
- $25,249,289
- Administrative expenses
- $542,342
- Total expenses
- $27,047,384
- Net increase / (decrease)
- $44,543,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $435,370 | $0 | 2023 |
| Morgan Stanley Graystone Consulting | SERVICE PROVIDER | $81,000 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $25,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emanate Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Lincoln National Corporation — Schedule C compensation
- Morgan Stanley Graystone Consulting — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation