2023 Form 5500 filing — Chinese Hospital 403(B) 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 20241014103702NAL0027045697001) for Chinese Hospital 403(B) Retirement Plan, reported by Chinese Hospital under EIN 94-0382780 and plan number 003. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014103702NAL0027045697001
Filing year
2023
Form type
2
Plan sponsor
Chinese Hospital
EIN
94-0382780
Plan number
003
Location
San Francisco, CA
Participants
729
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$37,906,850
Total liabilities (EOY)
$0
Net assets (EOY)
$37,906,850
Participant contributions
$3,810,423
Total income / additions
$8,371,051
Benefits paid
$1,319,369
Administrative expenses
$2,608
Total expenses
$1,321,977
Net increase / (decrease)
$7,049,074
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commercial Support ServicesSERVICE PROVIDER$1,546not reported in the loaded dataset
Lincoln National CorporationSERVICE PROVIDER$1,063$0

Related Form 5500 pages