Plan5500

Sutter Health 403(B) Legacy Retirement Plan — Form 5500 plan (Sutter Health)

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, Sutter Health 403(B) Legacy Retirement Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 339. The latest loaded filing year is 2023. The filing reports 795 participants and $61,726,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Health
EIN
94-2788907
Plan number
339
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
795
End-of-year plan assets
$61,726,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023795H, C20241014142727NAL0015103571005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,726,291
Total liabilities (EOY)
$17,348
Net assets (EOY)
$61,708,943
Net assets (BOY)
$61,666,328

Income & contributions

Total income / additions
$8,340,552

Expenses & distributions

Benefits paid
$8,284,483
Administrative expenses
$13,454
Total expenses
$8,297,937
Net increase / (decrease)
$42,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$13,454$02023

Related Form 5500 pages