Torrance Health Association 403(B) Plan — Form 5500 plan (Torrance Health Association)
Plain-English plan 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, Torrance Health Association 403(B) Plan is a benefit plan reported by Torrance Health Association under EIN 33-0073515 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,743 participants and $368,427,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Torrance Health Association
- EIN
- 33-0073515
- Plan number
- 005
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 5,743
- End-of-year plan assets
- $368,427,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,743 | H, C | 20241015180444NAL0059084018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $368,427,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $368,427,490
- Net assets (BOY)
- $316,608,788
Income & contributions
- Employer contributions
- $443
- Participant contributions
- $25,717,094
- Total contributions
- $28,970,254
- Total income / additions
- $74,790,199
Expenses & distributions
- Benefits paid
- $22,353,043
- Administrative expenses
- $425,577
- Total expenses
- $22,971,497
- Net increase / (decrease)
- $51,818,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $380,991 | $0 | 2023 |
| Commercial Support Services | SERVICE PROVIDER | $16,635 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $10,881 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $9,130 | not reported in the loaded dataset | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $7,616 | not reported in the loaded dataset | 2023 |
| Nationwide | SERVICE PROVIDER | $324 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Torrance Health Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Lincoln National Corporation — Schedule C compensation
- Commercial Support Services — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Metlife Life Insurance Company — Schedule C compensation
- Nationwide — Schedule C compensation