2023 Form 5500 filing — Sansum Clinic Match 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 20241014110041NAL0027099889001) for Sansum Clinic Match Plan, reported by Sansum Clinic under EIN 95-6419205 and plan number 001. It reports 1,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110041NAL0027099889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sansum Clinic
- EIN
- 95-6419205
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 1,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,128,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,128,500
- Employer contributions
- $1,599,784
- Participant contributions
- $4,161,277
- Total income / additions
- $13,209,592
- Benefits paid
- $6,240,326
- Administrative expenses
- $132,863
- Total expenses
- $6,373,189
- Net increase / (decrease)
- $6,836,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $128,631 | $0 |
| Commercial Support Services | ADVISORY | $4,232 | not reported in the loaded dataset |