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, Stanford Health Care Tri-Valley 403(B) Plan is a benefit plan reported by Stanford Health Care Tri-Valley under EIN 94-1429628 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,788 participants and $116,357,606 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,357,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,357,606
- Net assets (BOY)
- $83,555,214
Income & contributions
- Employer contributions
- $7,097,422
- Participant contributions
- $14,059,896
- Total contributions
- $23,217,662
- Total income / additions
- $39,397,978
Expenses & distributions
- Benefits paid
- $6,475,776
- Administrative expenses
- $86,328
- Total expenses
- $6,595,586
- Net increase / (decrease)
- $32,802,392