California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip Iii) — Form 5500 plan (Sutter Bay Hospitals)
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, California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip Iii) is a benefit plan reported by Sutter Bay Hospitals under EIN 94-0562680 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,230 participants and $67,236,715 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutter Bay Hospitals
- EIN
- 94-0562680
- Plan number
- 005
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,230 | H, C | 20241014113954NAL0014857091003 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $67,236,715
- Total liabilities (EOY)
- $228,100
- Net assets (EOY)
- $67,008,615
- Net assets (BOY)
- $62,340,319
Income & contributions
- Total income / additions
- $8,813,799
Expenses & distributions
- Benefits paid
- $4,133,865
- Administrative expenses
- $10,319
- Total expenses
- $4,144,184
- Net increase / (decrease)
- $4,669,615
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co. | NONE | $10,214 | $0 | 2023 |
| Lincoln National Corporation | NONE | $75 | $0 | 2023 |
| Metropolitan Life Insurance Company | NONE | $30 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sutter Bay Hospitals
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Variable Annuity Life Insurance Co. — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation