Santafe Healthcare, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Santafe Healthcare, Inc.)

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, Santafe Healthcare, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Santafe Healthcare, Inc. under EIN 59-2317607 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,794 participants and $66,799,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santafe Healthcare, Inc.
EIN
59-2317607
Plan number
003
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
Participants
1,794
End-of-year plan assets
$66,799,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,794H, C20240923153613NAL0006744115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,799,424
Total liabilities (EOY)
$0
Net assets (EOY)
$66,799,424
Net assets (BOY)
$105,225,300

Income & contributions

Employer contributions
$1,354,773
Participant contributions
$2,268,655
Total contributions
$3,809,385
Total income / additions
$13,746,731

Expenses & distributions

Benefits paid
$8,475,698
Administrative expenses
$111,218
Total expenses
$8,586,916
Net increase / (decrease)
$5,159,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$116,544$02023

Related Form 5500 pages