2023 Form 5500 filing — Umpqua Community Health Center Inc 403(B) Retirement Savings 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 20250320114600NAL0003440963001) for Umpqua Community Health Center Inc 403(B) Retirement Savings Plan, reported by Umpqua Community Health Center Inc Dba Aviva Health under EIN 93-1070304 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320114600NAL0003440963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umpqua Community Health Center Inc Dba Aviva Health
- EIN
- 93-1070304
- Plan number
- 001
- Location
- Roseburg, OR
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,769,192
- Total liabilities (EOY)
- $8,678
- Net assets (EOY)
- $7,760,514
- Employer contributions
- $356,172
- Participant contributions
- $918,640
- Total income / additions
- $2,341,844
- Benefits paid
- $688,851
- Administrative expenses
- $34,405
- Total expenses
- $723,256
- Net increase / (decrease)
- $1,618,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | CONTRACT ADMINISTRATOR | $25,261 | $0 |
| Deschutes Investment | INVESTMENT ADVISORY | $19,219 | not reported in the loaded dataset |