Original filing (PDF)20241011122402NAL0022730337001

Borrego Community Health Foundation -

Name: Borrego Community Health Foundation - — Borrego, Form 5500 (2023)
Creator: Borrego Community Health Foundation -
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Borrego Health Retirement Plan - 401(k)

401(k) retirement plan · Borrego Community Health Foundation -'s Borrego Health Retirement Plan - 401(k) filed a Form 5500 for plan year 2023, with Principal as recordkeeper.

Signals · 3

Late participant contributionsNo ERISA fidelity bondCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 168K (16% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
No ERISA fidelity bond reported.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORREGO COMMUNITY HEALTH FOUNDATION -.

Plan sponsor

Name

BORREGO COMMUNITY HEALTH FOUNDATION -

EIN

33-0440021all filings

Address

587 PALM CANYON DR. SUITE 208 · P O BOX 2369 · BORREGO SPRINGS, CA · 92004

Phone

(760) 767-6782

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-14

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$66K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS, LLC	36-4291971	—	INVESTMENT ADVISORY	$11K	—

Investments

3 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

2 holdings

Common Collective Trust

1 holding

			% of plan
PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$0	—
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	$0	—
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	$0	—