2023 Form 5500 filing — Torrance Health Association Employees 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 20241015144043NAL0014865443001) for Torrance Health Association Employees Retirement Plan, reported by Torrance Health Association under EIN 33-0073515 and plan number 001. It reports 2,959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144043NAL0014865443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Torrance Health Association
- EIN
- 33-0073515
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 2,959
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $431,488,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $431,488,560
- Total income / additions
- $47,872,556
- Benefits paid
- $18,949,777
- Administrative expenses
- $3,332,031
- Total expenses
- $22,324,239
- Net increase / (decrease)
- $25,548,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lazard Asset Management, LLC | NONE | $155,501 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $132,697 | not reported in the loaded dataset |
| Nuveen | NONE | $128,871 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $118,693 | $0 |
| Zacks | NONE | $111,005 | not reported in the loaded dataset |
| Clearbridge Investments, LLC | NONE | $103,935 | not reported in the loaded dataset |
| Reinhart Partners | NONE | $68,274 | not reported in the loaded dataset |
| Beaumont Sector Rotation | NONE | $66,140 | not reported in the loaded dataset |
| Renaissance | NONE | $61,060 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $52,616 | not reported in the loaded dataset |
| Ernst & Young | NONE | $42,720 | not reported in the loaded dataset |
| Mercer | NONE | $29,144 | not reported in the loaded dataset |
| Guardian Financial | NONE | $25,000 | not reported in the loaded dataset |
| Charles Schwab | NONE | $24,862 | not reported in the loaded dataset |