2023 Form 5500 filing — Borrego Health Retirement Plan - 401(K)

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 20241011122402NAL0022730337001) for Borrego Health Retirement Plan - 401(K), reported by Borrego Community Health Foundation - under EIN 33-0440021 and plan number 003. It reports 654 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)$0Reported net assets

Participants654

Provider compensation$77K2 Schedule C row(s)$77,041

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011122402NAL0022730337001
Plan sponsor: Borrego Community Health Foundation -
EIN: 33-0440021
Plan number: 003
Location: Borrego Springs, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$1.3M

Total expenses$3.8M

Benefits paid / distributions$3.7M

Contributions

EmployerNot reported

Participant$1M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Participant contributions: $1,022,687
Total income / additions: $1,344,011
Benefits paid: $3,662,856
Administrative expenses: $77,033
Total expenses: $3,768,928
Net increase / (decrease): -$2,424,917

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$66.1K
CONTRACT ADMINISTRATOR · Direct $66.1K · Indirect $0
2
Gallagher Fiduciary Advisors, LLC$10.9K
INVESTMENT ADVISORY · Direct $10.9K · Indirect $17

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011122402NAL0022730337001 cover?: It is the 2023 Form 5500 filing for Borrego Health Retirement Plan - 401(K), reported by Borrego Community Health Foundation - (EIN 33-0440021).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).