2023 Form 5500 filing — Northbay Healthcare 403(B) 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 20241015161906NAL0015066627001) for Northbay Healthcare 403(B) Retirement Plan, reported by Northbay Healthcare Corporation under EIN 68-0046750 and plan number 003. It reports 3,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161906NAL0015066627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northbay Healthcare Corporation
- EIN
- 68-0046750
- Plan number
- 003
- Location
- Fairfield, CA
- Participants
- 3,912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,474,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,474,215
- Employer contributions
- $10,330,611
- Participant contributions
- $22,489,219
- Total income / additions
- $93,877,189
- Benefits paid
- $42,254,113
- Administrative expenses
- $1,189,141
- Total expenses
- $43,657,123
- Net increase / (decrease)
- $50,220,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $668,918 | $0 |
| One Digital Resources | ADVISORY | $251,947 | not reported in the loaded dataset |
| Morningstar | ADVISORY | $235,236 | not reported in the loaded dataset |
| Faber Hass Hurley Llp | AUDITOR | $29,286 | not reported in the loaded dataset |