Plan5500

Sansum Clinic Match Plan — Form 5500 plan (Sansum Clinic)

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, Sansum Clinic Match Plan is a benefit plan reported by Sansum Clinic under EIN 95-6419205 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,686 participants and $67,128,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sansum Clinic
EIN
95-6419205
Plan number
001
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
Participants
1,686
End-of-year plan assets
$67,128,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,686H, C20241014110041NAL0027099889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,128,500
Total liabilities (EOY)
$0
Net assets (EOY)
$67,128,500
Net assets (BOY)
$60,292,097

Income & contributions

Employer contributions
$1,599,784
Participant contributions
$4,161,277
Total contributions
$6,076,170
Total income / additions
$13,209,592

Expenses & distributions

Benefits paid
$6,240,326
Administrative expenses
$132,863
Total expenses
$6,373,189
Net increase / (decrease)
$6,836,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$128,631$02023
Commercial Support ServicesADVISORY$4,232not reported in the loaded dataset2023

Related Form 5500 pages