Umpqua Community Health Center Inc 403(B) Retirement Savings Plan — Form 5500 plan (Umpqua Community Health Center Inc Dba Aviva Health)
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, Umpqua Community Health Center Inc 403(B) Retirement Savings Plan is a benefit plan reported by Umpqua Community Health Center Inc Dba Aviva Health under EIN 93-1070304 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $7,769,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umpqua Community Health Center Inc Dba Aviva Health
- EIN
- 93-1070304
- Plan number
- 001
- Plan type
- 2
- Location
- Roseburg, OR
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $7,769,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20250320114600NAL0003440963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,769,192
- Total liabilities (EOY)
- $8,678
- Net assets (EOY)
- $7,760,514
- Net assets (BOY)
- $6,141,926
Income & contributions
- Employer contributions
- $356,172
- Participant contributions
- $918,640
- Total contributions
- $1,586,561
- Total income / additions
- $2,341,844
Expenses & distributions
- Benefits paid
- $688,851
- Administrative expenses
- $34,405
- Total expenses
- $723,256
- Net increase / (decrease)
- $1,618,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | CONTRACT ADMINISTRATOR | $25,261 | $0 | 2023 |
| Deschutes Investment | INVESTMENT ADVISORY | $19,219 | not reported in the loaded dataset | 2023 |