2023 Form 5500 filing — Alta Bates Summit 403(B) Tda Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816162406NAL0014814321001) for Alta Bates Summit 403(B) Tda Retirement Plan, reported by Sutter Bay Hospitals under EIN 94-0562680 and plan number 018. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816162406NAL0014814321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Bay Hospitals
- EIN
- 94-0562680
- Plan number
- 018
- Location
- Sacramento, CA
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,318,637
- Net assets (EOY)
- $17,318,637
- Total income / additions
- $2,243,957
- Benefits paid
- $1,952,454
- Administrative expenses
- $1,050
- Total expenses
- $1,953,504
- Net increase / (decrease)
- $290,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Prudential Insurance Company | NONE | $0 | $0 |
| Empower Annuity Insurance Company | NONE | $0 | $0 |