Plan5500

Montecito, CA Form 5500 retirement and benefit plan filings

City Form 5500 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, Montecito, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,854,627 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Montecito

  • 2 loaded plans hold $20.9M in reported assets across 2 sponsors.
  • The largest, Casa Dorinda Tax-Deferred Annuity Plan, holds 100% of reported Montecito plan assets.
  • Plans cover 728 participants — about 364 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.9MSummed across loaded plans$20,854,627
Total reported assets$20.9M$20,854,627
Total reported participants728
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.9M total assets
Net assets$20.9MLiabilities$0
Contributions & income
Employer contributions$837.8K
Participant contributions$723.3K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montecito, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Montecito market comparison

Largest plan share of assets100%Casa Dorinda Tax-Deferred Annuity Plan
Participants per plan364Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Montecito

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Casa Dorinda Tax-Deferred Annuity Plan$20.9M
    Montecito Retirement Association D/B/A Casa Dorinda · 2023
  2. 2
    Miramar Opco,LLC Dba Rosewood Miramar Beach Welfare Benefits Plannot reported in the loaded dataset
    Miramar Opco, LLC · 2023

Largest plans in Montecito → · Montecito plans by participants → · Montecito plans with financial data → · Montecito plans with provider compensation → · $1B+ plans in Montecito →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Montecito, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Montecito, CA.

Related Form 5500 pages