2023 Form 5500 filing — Torrance Health Association 403(B) 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 20241015180444NAL0059084018001) for Torrance Health Association 403(B) Plan, reported by Torrance Health Association under EIN 33-0073515 and plan number 005. It reports 5,743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180444NAL0059084018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Torrance Health Association
- EIN
- 33-0073515
- Plan number
- 005
- Location
- Torrance, CA
- Participants
- 5,743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $368,427,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $368,427,490
- Employer contributions
- $443
- Participant contributions
- $25,717,094
- Total income / additions
- $74,790,199
- Benefits paid
- $22,353,043
- Administrative expenses
- $425,577
- Total expenses
- $22,971,497
- Net increase / (decrease)
- $51,818,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $380,991 | $0 |
| Commercial Support Services | SERVICE PROVIDER | $16,635 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $10,881 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $9,130 | not reported in the loaded dataset |
| Metlife Life Insurance Company | RECORDKEEPER | $7,616 | not reported in the loaded dataset |
| Nationwide | SERVICE PROVIDER | $324 | not reported in the loaded dataset |