2023 Form 5500 filing — Loma Linda University Faculty Medical Group Multiple Employer 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 20241015131742NAL0056325906001) for Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan, reported by Loma Linda University Faculty Medical Group under EIN 33-0672915 and plan number 001. It reports 7,713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131742NAL0056325906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loma Linda University Faculty Medical Group
- EIN
- 33-0672915
- Plan number
- 001
- Location
- Loma Linda, CA
- Participants
- 7,713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $612,659,114
- Total liabilities (EOY)
- $25,565
- Net assets (EOY)
- $612,633,549
- Employer contributions
- $40,760,863
- Total income / additions
- $126,569,326
- Benefits paid
- $30,248,721
- Administrative expenses
- $162,073
- Total expenses
- $30,476,848
- Net increase / (decrease)
- $96,092,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morton Capital Management LLC | NONE | $79,743 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $40,392 | $0 |
| Envestnet Asset Management Inc | NONE | $10,913 | not reported in the loaded dataset |
| Ulrich Consulting And Investme | NONE | $10,603 | not reported in the loaded dataset |
| Park Capital Group Inc | NONE | $9,594 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $5,134 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,426 | $44 |