2023 Form 5500 filing — Family Health Centers Of San Diego Tax Deferred Annuity 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 20241007173326NAL0016507953001) for Family Health Centers Of San Diego Tax Deferred Annuity Plan, reported by Family Health Centers Of San Diego under EIN 95-2833205 and plan number 001. It reports 2,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007173326NAL0016507953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Health Centers Of San Diego
- EIN
- 95-2833205
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 2,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,395,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,395,080
- Employer contributions
- $5,776,851
- Participant contributions
- $12,795,494
- Total income / additions
- $41,524,259
- Benefits paid
- $8,128,100
- Administrative expenses
- $293,674
- Total expenses
- $8,422,821
- Net increase / (decrease)
- $33,101,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $217,204 | $0 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $74,958 | $32,482 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |