2023 Form 5500 filing — City Of Hope Medical Group 401k Retirement Savings 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 20241014173258NAL0013693139002) for City Of Hope Medical Group 401k Retirement Savings Plan, reported by City Of Hope Medical Group, Inc. under EIN 27-2294296 and plan number 001. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173258NAL0013693139002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- City Of Hope Medical Group, Inc.
- EIN
- 27-2294296
- Plan number
- 001
- Location
- Duarte, CA
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $313,017,402
- Net assets (EOY)
- $313,017,402
- Employer contributions
- $28,320,693
- Participant contributions
- $3,144,176
- Total income / additions
- $80,392,145
- Benefits paid
- $18,172,135
- Administrative expenses
- $249,418
- Total expenses
- $18,437,407
- Net increase / (decrease)
- $61,954,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Advisory Group | NONE | $129,231 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | NONE | $98,885 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $19,829 | not reported in the loaded dataset |
| City National Bank | NONE | $14,350 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $7,869 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $424 | $0 |