2023 Form 5500 filing — St. Rose Hospital 403(B) Savings 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 20240823111719NAL0013018050001) for St. Rose Hospital 403(B) Savings Plan, reported by St. Rose Hospital under EIN 94-1668344 and plan number 005. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823111719NAL0013018050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Rose Hospital
- EIN
- 94-1668344
- Plan number
- 005
- Location
- Hayward, CA
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,983,194
- Net assets (EOY)
- $55,983,194
- Employer contributions
- $844,433
- Participant contributions
- $3,660,838
- Total income / additions
- $12,046,782
- Benefits paid
- $3,272,395
- Administrative expenses
- $89,436
- Total expenses
- $3,423,528
- Net increase / (decrease)
- $8,623,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $54,686 | $0 |
| Baker Tilly Management LLC | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset |
| Jwt & Associates. Llp | AUDITOR | $9,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |