San Francisco Health Inc Dba Hospital San Francisco Retirement Plan — Form 5500 plan (San Francisco Health Inc Dba Hospital San Francisco)

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, San Francisco Health Inc Dba Hospital San Francisco Retirement Plan is a benefit plan reported by San Francisco Health Inc Dba Hospital San Francisco under EIN 66-0673963 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $1,944,642 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,944,642
Participants259Covered participants reported
Assets / participant$7.5KComputed: assets ÷ participants$7,508 (computed)
Provider compensation$25.1K1 Schedule C provider row(s)$25,121
Plan sponsor
San Francisco Health Inc Dba Hospital San Francisco
EIN
66-0673963
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20241015164350NAL0050509312001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$534.3K
Total expenses$313.8K
Benefits paid / distributions$296.5K
Contributions
Employer$48.8K
Participant$229.7K
Full reported line items

Net assets

Total assets (EOY)
$1,944,642
Total liabilities (EOY)
$0
Net assets (EOY)
$1,944,642
Net assets (BOY)
$1,724,162

Income & contributions

Employer contributions
$48,773
Participant contributions
$229,655
Total contributions
$290,535
Total income / additions
$534,265

Expenses & distributions

Benefits paid
$296,503
Administrative expenses
$17,282
Total expenses
$313,785
Net increase / (decrease)
$220,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr - Popular Fiduciary ServicesRK/TRUSTEE FEES$17,282$7,8392023

Related Form 5500 pages