2023 Form 5500 filing — Sante Health System 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 20241011161940NAL0011165859001) for Sante Health System Retirement Plan, reported by Sante Health Systems, Inc. under EIN 77-0382381 and plan number 001. It reports 1,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161940NAL0011165859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sante Health Systems, Inc.
- EIN
- 77-0382381
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 1,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,937,046
- Total liabilities (EOY)
- $101,062
- Net assets (EOY)
- $31,835,984
- Employer contributions
- $681,002
- Participant contributions
- $2,012,685
- Total income / additions
- $7,527,060
- Benefits paid
- $3,831,901
- Administrative expenses
- $248,078
- Total expenses
- $4,079,979
- Net increase / (decrease)
- $3,447,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $131,321 | $3,258 |
| National Benefit Services | TPA | $19,033 | not reported in the loaded dataset |
| Brinker Capital Investments | MONEY MANAGER | $8,471 | not reported in the loaded dataset |