Planned Parenthood - Los Angeles 403(B) Plan — Form 5500 plan (Planned Parenthood Los Angeles)
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, Planned Parenthood - Los Angeles 403(B) Plan is a benefit plan reported by Planned Parenthood Los Angeles under EIN 95-2408623 and plan number 001. The latest loaded filing year is 2023. The filing reports 683 participants and $27,405,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood Los Angeles
- EIN
- 95-2408623
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $27,405,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20241015172338NAL0016960787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,405,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,405,202
- Net assets (BOY)
- $20,365,632
Income & contributions
- Employer contributions
- $941,079
- Participant contributions
- $2,946,895
- Total contributions
- $5,052,649
- Total income / additions
- $9,263,906
Expenses & distributions
- Benefits paid
- $2,097,984
- Administrative expenses
- $123,656
- Total expenses
- $2,224,336
- Net increase / (decrease)
- $7,039,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,655 | $0 | 2023 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $46,830 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Planned Parenthood Los Angeles
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securites LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation