Northbay Healthcare 403(B) Retirement Plan — Form 5500 plan (Northbay Healthcare Corporation)
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, Northbay Healthcare 403(B) Retirement Plan is a benefit plan reported by Northbay Healthcare Corporation under EIN 68-0046750 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,912 participants and $454,474,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northbay Healthcare Corporation
- EIN
- 68-0046750
- Plan number
- 003
- Plan type
- 2
- Location
- Fairfield, CA
- Latest filing year
- 2023
- Participants
- 3,912
- End-of-year plan assets
- $454,474,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,912 | H, C | 20241015161906NAL0015066627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,474,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,474,215
- Net assets (BOY)
- $404,254,149
Income & contributions
- Employer contributions
- $10,330,611
- Participant contributions
- $22,489,219
- Total contributions
- $33,600,314
- Total income / additions
- $93,877,189
Expenses & distributions
- Benefits paid
- $42,254,113
- Administrative expenses
- $1,189,141
- Total expenses
- $43,657,123
- Net increase / (decrease)
- $50,220,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $668,918 | $0 | 2023 |
| One Digital Resources | ADVISORY | $251,947 | not reported in the loaded dataset | 2023 |
| Morningstar | ADVISORY | $235,236 | not reported in the loaded dataset | 2023 |
| Faber Hass Hurley Llp | AUDITOR | $29,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northbay Healthcare Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fairfield, CA
- Lincoln National Corporation — Schedule C compensation
- One Digital Resources — Schedule C compensation
- Morningstar — Schedule C compensation
- Faber Hass Hurley Llp — Schedule C compensation