2023 Form 5500 filing — Hospice Of Southern Maine Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626071230NAL0009138273001) for Hospice Of Southern Maine Retirement Savings Plan, reported by Hospice Of Southern Maine under EIN 01-0540180 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626071230NAL0009138273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospice Of Southern Maine
- EIN
- 01-0540180
- Plan number
- 001
- Location
- Scarborough, ME
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,390,364
- Net assets (EOY)
- $7,390,364
- Employer contributions
- $189,594
- Participant contributions
- $674,545
- Total income / additions
- $1,935,090
- Benefits paid
- $460,641
- Administrative expenses
- $44,683
- Total expenses
- $505,865
- Net increase / (decrease)
- $1,429,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers Inc | INVESTMENT ADVISOR | $22,497 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,705 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,364 | $0 |
| Downeast Pension Services Inc | TPA | $500 | $6,417 |