Public Health Institute 403(B) Retirement Plan — Form 5500 plan (Public Health Institute)
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, Public Health Institute 403(B) Retirement Plan is a benefit plan reported by Public Health Institute under EIN 94-1646278 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,485 participants and $245,911,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Public Health Institute
- EIN
- 94-1646278
- Plan number
- 002
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 2,485
- End-of-year plan assets
- $245,911,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,485 | H, C | 20241015141306NAL0058057314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,911,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $245,911,614
- Net assets (BOY)
- $204,905,624
Income & contributions
- Employer contributions
- $8,007,598
- Participant contributions
- $8,262,110
- Total contributions
- $18,816,218
- Total income / additions
- $51,815,886
Expenses & distributions
- Benefits paid
- $10,302,560
- Administrative expenses
- $447,797
- Total expenses
- $10,809,896
- Net increase / (decrease)
- $41,005,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | NONE | $237,057 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $98,036 | $0 | 2023 |
| Fiduciary Benefits Group, Inc. | NONE | $94,270 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $17,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Public Health Institute
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Nfp Retirement Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Fiduciary Benefits Group, Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation