2023 Form 5500 filing — Hoag Sheltered 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 20240930162353NAL0005783073001) for Hoag Sheltered Savings Plan, reported by Hoag Memorial Hospital Presbyterian under EIN 95-1643327 and plan number 005. It reports 10,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930162353NAL0005783073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoag Memorial Hospital Presbyterian
- EIN
- 95-1643327
- Plan number
- 005
- Location
- Newport Beach, CA
- Participants
- 10,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,063,702,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,063,702,338
- Employer contributions
- $36,389,418
- Participant contributions
- $64,752,599
- Total income / additions
- $280,217,616
- Benefits paid
- $68,807,103
- Administrative expenses
- $658,668
- Total expenses
- $69,666,664
- Net increase / (decrease)
- $210,550,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $527,418 | $0 |
| Sageview | CONSULTANT | $131,250 | not reported in the loaded dataset |