2023 Form 5500 filing — El Rio Santa Cruz Neighborhood Health Center, Inc. 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 20241015173044NAL0030497057001) for El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, reported by El Rio Santa Cruz Neighborhood Health Center, Inc. under EIN 86-0285857 and plan number 002. It reports 2,353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173044NAL0030497057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- El Rio Santa Cruz Neighborhood Health Center, Inc.
- EIN
- 86-0285857
- Plan number
- 002
- Location
- Tucson, AZ
- Participants
- 2,353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,956,482
- Total liabilities (EOY)
- $26,988
- Net assets (EOY)
- $149,929,494
- Employer contributions
- $6,007,891
- Participant contributions
- $13,064,653
- Total income / additions
- $38,664,880
- Benefits paid
- $8,515,221
- Administrative expenses
- $298,062
- Total expenses
- $8,813,283
- Net increase / (decrease)
- $29,851,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $298,062 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $39,939 |