2023 Form 5500 filing — Community Hospitals Of Central California Tax Sheltered Annuity 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 20241106144627NAL0005347955001) for Community Hospitals Of Central California Tax Sheltered Annuity Plan, reported by Community Hospitals Of Central California under EIN 94-2864615 and plan number 002. It reports 11,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106144627NAL0005347955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Hospitals Of Central California
- EIN
- 94-2864615
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 11,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $556,901,648
- Net assets (EOY)
- $556,901,648
- Employer contributions
- $18,828,803
- Participant contributions
- $49,729,050
- Total income / additions
- $157,352,136
- Benefits paid
- $38,562,810
- Administrative expenses
- $619,953
- Total expenses
- $39,332,963
- Net increase / (decrease)
- $118,019,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $492,862 | $0 |
| Ubs Financial Services, Inc | ADVISOR | $93,910 | not reported in the loaded dataset |
| Moss Adams | AUDITOR | $17,545 | not reported in the loaded dataset |
| Pathways Advisory Group Inc | SECURITIES BROKER | $7,985 | not reported in the loaded dataset |
| Regency Investment Advisors Inc | SECURITIES BROKER | $6,452 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $490 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |