2023 Form 5500 filing — Community Memorial Health System 403(B) 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 20241014132941NAL0046128688001) for Community Memorial Health System 403(B) Plan, reported by Community Memorial Health System under EIN 95-1683892 and plan number 002. It reports 4,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132941NAL0046128688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Memorial Health System
- EIN
- 95-1683892
- Plan number
- 002
- Location
- Ventura, CA
- Participants
- 4,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,946,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $389,946,827
- Employer contributions
- $6,600,970
- Participant contributions
- $24,788,359
- Total income / additions
- $93,463,717
- Benefits paid
- $27,432,877
- Administrative expenses
- $380,509
- Total expenses
- $28,213,052
- Net increase / (decrease)
- $65,250,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,699 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $111,028 | not reported in the loaded dataset |
| Farber Hass Hurley Llp | ACCOUNTANT/AUDITOR | $19,061 | not reported in the loaded dataset |