Sachs Retirement Savings Plan — Form 5500 plan (Sac Health System)
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, Sachs Retirement Savings Plan is a benefit plan reported by Sac Health System under EIN 33-0664371 and plan number 001. The latest loaded filing year is 2023. The filing reports 890 participants and $20,662,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sac Health System
- EIN
- 33-0664371
- Plan number
- 001
- Plan type
- 2
- Location
- San Bernardino, CA
- Latest filing year
- 2023
- Participants
- 890
- End-of-year plan assets
- $20,662,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 890 | H, C | 20250501092706NAL0002137299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,662,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,662,314
- Net assets (BOY)
- $14,644,077
Income & contributions
- Employer contributions
- $2,617,885
- Participant contributions
- $1,326,503
- Total contributions
- $4,082,029
- Total income / additions
- $6,962,264
Expenses & distributions
- Benefits paid
- $759,988
- Administrative expenses
- $184,039
- Total expenses
- $944,027
- Net increase / (decrease)
- $6,018,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $184,039 | $0 | 2023 |