Plan5500

Alta Bates Summit 403(B) Tda Retirement Plan — 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, Alta Bates Summit 403(B) Tda Retirement Plan is a benefit plan reported by Sutter Bay Hospitals under EIN 94-0562680 and plan number 018. The latest loaded filing year is 2023. The filing reports 446 participants and $17,318,637 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
018
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
446
End-of-year plan assets
$17,318,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20240816162406NAL0014814321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,318,637
Net assets (EOY)
$17,318,637
Net assets (BOY)
$17,028,184

Income & contributions

Total income / additions
$2,243,957

Expenses & distributions

Benefits paid
$1,952,454
Administrative expenses
$1,050
Total expenses
$1,953,504
Net increase / (decrease)
$290,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Prudential Insurance CompanyNONE$0$02023
Empower Annuity Insurance CompanyNONE$0$02023

Related Form 5500 pages