2023 Form 5500 filing — La Clinica De La Raza, Inc. 403(B) 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 20240913124009NAL0005977491001) for La Clinica De La Raza, Inc. 403(B) Plan, reported by La Clinica De La Raza, Inc. under EIN 94-1744108 and plan number 001. It reports 1,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$84MReported net assets$84,019,042
Participants1.6K1,603
Provider compensation$367.9K2 Schedule C row(s)$367,891
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913124009NAL0005977491001
- Plan sponsor
- La Clinica De La Raza, Inc.
- EIN
- 94-1744108
- Plan number
- 001
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$84M total assets
Net assets$84MLiabilities$0
Full reported line items
- Total assets (EOY)
- $84,019,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,019,042
- Employer contributions
- $2,025,491
- Participant contributions
- $4,989,234
- Total income / additions
- $19,126,204
- Benefits paid
- $4,685,165
- Administrative expenses
- $267,891
- Total expenses
- $4,966,033
- Net increase / (decrease)
- $14,160,171
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $267,891 | $0 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $0 | $100,000 |