La Clinica De La Raza, Inc. 403(B) Plan — Form 5500 plan (La Clinica De La Raza, Inc.)
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, La Clinica De La Raza, Inc. 403(B) Plan is a benefit plan reported by La Clinica De La Raza, Inc. under EIN 94-1744108 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,603 participants and $84,019,042 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84MPlan net assets, end of year$84,019,042
Participants1.6KCovered participants reported1,603
Assets / participant$52.4KComputed: assets ÷ participants$52,414 (computed)
Provider compensation$367.9K2 Schedule C provider row(s)$367,891
- Plan sponsor
- La Clinica De La Raza, Inc.
- EIN
- 94-1744108
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,603 | H, C | 20240913124009NAL0005977491001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$84M total assets
Net assets$84MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,019,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,019,042
- Net assets (BOY)
- $69,858,871
Income & contributions
- Employer contributions
- $2,025,491
- Participant contributions
- $4,989,234
- Total contributions
- $7,219,890
- Total income / additions
- $19,126,204
Expenses & distributions
- Benefits paid
- $4,685,165
- Administrative expenses
- $267,891
- Total expenses
- $4,966,033
- Net increase / (decrease)
- $14,160,171
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $267,891 | $0 | 2023 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $0 | $100,000 | 2023 |