2023 Form 5500 filing — Dameron Hospital Association 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 20251111180826NAL0008255874001) for Dameron Hospital Association 403(B) Retirement Plan, reported by Dameron Hospital Association under EIN 94-1201197 and plan number 002. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251111180826NAL0008255874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dameron Hospital Association
- EIN
- 94-1201197
- Plan number
- 002
- Location
- Stockton, CA
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,884,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,884,861
- Employer contributions
- $861,123
- Participant contributions
- $1,819,311
- Total income / additions
- $12,714,114
- Benefits paid
- $8,256,095
- Administrative expenses
- $70,103
- Total expenses
- $8,326,198
- Net increase / (decrease)
- $4,387,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance | NONE | $48,645 | $0 |
| Valic Retirement Services Co. | NONE | $12,825 | $0 |
| New York Life Insurance & Annuity | NONE | $8,632 | $0 |