Santa Fe Employees Hospital Association - Coast Lines — Form 5500 plan (Santa Fe Employees 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, Santa Fe Employees Hospital Association - Coast Lines is a benefit plan reported by Santa Fe Employees Hospital under EIN 95-1191130 and plan number 501. The latest loaded filing year is 2023. The filing reports 811 participants and $17,659,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Fe Employees Hospital
- EIN
- 95-1191130
- Plan number
- 501
- Plan type
- 2
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 811
- End-of-year plan assets
- $17,659,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 811 | H, C | 20240515141202NAL0040234161002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,659,098
- Total liabilities (EOY)
- $1,356,312
- Net assets (EOY)
- $16,302,786
- Net assets (BOY)
- $14,952,036
Income & contributions
- Participant contributions
- $2,095,508
- Total contributions
- $2,405,577
- Total income / additions
- $5,798,466
Expenses & distributions
- Benefits paid
- $3,409,684
- Administrative expenses
- $1,038,032
- Total expenses
- $4,447,716
- Net increase / (decrease)
- $1,350,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dumas & Kim | CONTRACTOR | $138,834 | not reported in the loaded dataset | 2023 |
| Yvonne R. Bagaman | EMPLOYEE | $131,827 | not reported in the loaded dataset | 2023 |
| Wells Fargo | INVESTMENT ADVISOR | $103,561 | not reported in the loaded dataset | 2023 |
| Union Pacific | CONTRACTOR | $99,442 | not reported in the loaded dataset | 2023 |
| Haydee Mata | EMPLOYEE | $74,102 | not reported in the loaded dataset | 2023 |
| Diana Sedano | EMPLOYEE | $73,892 | not reported in the loaded dataset | 2023 |
| Cesar P. Carranceja | CONTRACTOR | $54,000 | not reported in the loaded dataset | 2023 |
| Mcmenomy & Associates, Cpas, Llp | CONTRACTOR | $25,000 | not reported in the loaded dataset | 2023 |
| Larry D Philippi | TRUSTEE | $21,000 | not reported in the loaded dataset | 2023 |
| First Health Group Corp | CONTRACTOR | $14,201 | not reported in the loaded dataset | 2023 |
| Kessner Umebayashi Bain & Matsunaga | CONTRACTOR | $11,476 | not reported in the loaded dataset | 2023 |
| Clifford A Reinhold | CONTRACTOR | $10,164 | not reported in the loaded dataset | 2023 |
| Susan L. Bendig | CONTRACTOR | $7,400 | not reported in the loaded dataset | 2023 |
| Stephen T Dawson | TRUSTEE | $6,900 | not reported in the loaded dataset | 2023 |
| Idepo Reporters | CONTRACTOR | $6,299 | not reported in the loaded dataset | 2023 |
| California Deposition Reporters Inc | CONTRACTOR | $6,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Fe Employees Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Dumas & Kim — Schedule C compensation
- Yvonne R. Bagaman — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Union Pacific — Schedule C compensation
- Haydee Mata — Schedule C compensation
- Diana Sedano — Schedule C compensation
- Cesar P. Carranceja — Schedule C compensation
- Mcmenomy & Associates, Cpas, Llp — Schedule C compensation
- Larry D Philippi — Schedule C compensation
- First Health Group Corp — Schedule C compensation
- Kessner Umebayashi Bain & Matsunaga — Schedule C compensation
- Clifford A Reinhold — Schedule C compensation
- Susan L. Bendig — Schedule C compensation
- Stephen T Dawson — Schedule C compensation
- Idepo Reporters — Schedule C compensation
- California Deposition Reporters Inc — Schedule C compensation