Public Health Foundation Enterprises, Inc. 403(B) Plan — Form 5500 plan (Public Health Foundation Enter)

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, Public Health Foundation Enterprises, Inc. 403(B) Plan is a benefit plan reported by Public Health Foundation Enter under EIN 95-2557063 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,453 participants and $178,627,576 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$178.6MPlan net assets, end of year$178,627,576
Participants3.5KCovered participants reported3,453
Assets / participant$51.7KComputed: assets ÷ participants$51,731 (computed)
Provider compensation$583.8K4 Schedule C provider row(s)$583,767
Plan sponsor
Public Health Foundation Enter
EIN
95-2557063
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,453H, C20250403151600NAL0015953136001
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)$178.6M total assets
Net assets$178.6MLiabilities$0
Money in vs. money out
Total income / additions$40.4M
Total expenses$13.7M
Benefits paid / distributions$12.9M
Contributions
Employer$8.2M
Participant$9.2M
Full reported line items

Net assets

Total assets (EOY)
$178,627,576
Total liabilities (EOY)
$0
Net assets (EOY)
$178,627,576
Net assets (BOY)
$151,998,124

Income & contributions

Employer contributions
$8,155,252
Participant contributions
$9,238,529
Total contributions
$17,812,231
Total income / additions
$40,358,049

Expenses & distributions

Benefits paid
$12,944,506
Administrative expenses
$583,767
Total expenses
$13,728,597
Net increase / (decrease)
$26,629,452
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.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$292,420not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$250,219$02023
Public Health Foundation EnterpriseOTHER$37,571not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$3,557not reported in the loaded dataset2023

Related Form 5500 pages