2023 Form 5500 filing — San Antonio Regional Hospital Retirement 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 20241011131759NAL0021926081001) for San Antonio Regional Hospital Retirement Plan, reported by San Antonio Regional Hospital under EIN 95-1183919 and plan number 001. It reports 882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131759NAL0021926081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Antonio Regional Hospital
- EIN
- 95-1183919
- Plan number
- 001
- Location
- Upland, CA
- Participants
- 882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,509,569
- Total liabilities (EOY)
- $75,333
- Net assets (EOY)
- $77,434,236
- Employer contributions
- $3,600,000
- Total income / additions
- $9,900,516
- Benefits paid
- $6,084,692
- Administrative expenses
- $1,177,366
- Total expenses
- $7,262,058
- Net increase / (decrease)
- $2,638,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefit Guaranty Corp | INSURANCE | $659,736 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARY | $381,828 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $70,769 | not reported in the loaded dataset |
| Ernst & Young Us Llp | AUDITOR | $56,000 | not reported in the loaded dataset |
| Blackrock | PORTFOLIO MGMT | $8,417 | not reported in the loaded dataset |
| State Street Research & Mgmt Co | PORTFOLIO MGMT | $616 | not reported in the loaded dataset |