Plan5500

Barton Healthcare System — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Barton Healthcare System (EIN 94-6050274) is a plan sponsor located in South Lake Tahoe, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-6050274
Location
South Lake Tahoe, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.6MSummed across loaded plans$89,555,125
Total reported assets$89.6M$89,555,125
Total reported participants2.2K2,206
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$89.6M total assets
Net assets$89.6MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$6.5M
Total income / additions$20.2M
Expenses & distributions
Benefits paid / distributions$9.6M
Total expenses$9.7M
Net increase / (decrease)$10.5M

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Barton Health 403(B) Plan
Participants per plan1,103Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Barton Health 403(B) Plan$89.6M
    Plan #004 · 1,354 participants · 2023
  2. 2
    Barton Healthcare System Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 852 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Barton Healthcare System
YearPlanParticipantsSchedulesFiling
2023Barton Healthcare System Welfare Benefit Plan852—20240920080952NAL0004271187001
2023Barton Health 403(B) Plan1,354H, C20241010182244NAL0010333875001

Related Form 5500 pages