Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan — Form 5500 plan (Virginia Garcia Memorial Health Center)
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, Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan is a benefit plan reported by Virginia Garcia Memorial Health Center under EIN 93-0717997 and plan number 001. The latest loaded filing year is 2023. The filing reports 824 participants and $42,111,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virginia Garcia Memorial Health Center
- EIN
- 93-0717997
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 824
- End-of-year plan assets
- $42,111,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 824 | H, C | 20250115141709NAL0011824323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,111,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,111,912
- Net assets (BOY)
- $35,148,042
Income & contributions
- Employer contributions
- $1,698,989
- Participant contributions
- $2,760,283
- Total contributions
- $4,605,143
- Total income / additions
- $10,638,174
Expenses & distributions
- Benefits paid
- $3,551,220
- Administrative expenses
- $123,084
- Total expenses
- $3,674,304
- Net increase / (decrease)
- $6,963,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $66,855 | $33,457 | 2023 |
| Onedigital Investment Advisors LLC | NONE | $56,229 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $9,138 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virginia Garcia Memorial Health Center
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hillsboro, OR
- Stancorp Financial Group — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation