San Antonio Regional Hospital Retirement Plan — Form 5500 plan (San Antonio Regional Hospital)
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, San Antonio Regional Hospital Retirement Plan is a benefit plan reported by San Antonio Regional Hospital under EIN 95-1183919 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $77,509,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Antonio Regional Hospital
- EIN
- 95-1183919
- Plan number
- 001
- Plan type
- 2
- Location
- Upland, CA
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $77,509,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20241011131759NAL0021926081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,509,569
- Total liabilities (EOY)
- $75,333
- Net assets (EOY)
- $77,434,236
- Net assets (BOY)
- $74,795,778
Income & contributions
- Employer contributions
- $3,600,000
- Total contributions
- $3,600,000
- Total income / additions
- $9,900,516
Expenses & distributions
- Benefits paid
- $6,084,692
- Administrative expenses
- $1,177,366
- Total expenses
- $7,262,058
- Net increase / (decrease)
- $2,638,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefit Guaranty Corp | INSURANCE | $659,736 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARY | $381,828 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $70,769 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | AUDITOR | $56,000 | not reported in the loaded dataset | 2023 |
| Blackrock | PORTFOLIO MGMT | $8,417 | not reported in the loaded dataset | 2023 |
| State Street Research & Mgmt Co | PORTFOLIO MGMT | $616 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Antonio Regional Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Upland, CA
- Pension Benefit Guaranty Corp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Northern Trust — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Blackrock — Schedule C compensation
- State Street Research & Mgmt Co — Schedule C compensation