2023 Form 5500 filing — Agrace Hospicecare Employee Retirement 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 20240724114602NAL0012906929003) for Agrace Hospicecare Employee Retirement Plan, reported by Agrace Hospicecare under EIN 39-1319537 and plan number 001. It reports 1,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.6MReported net assets$41,597,994
Participants1.1K1,083
Provider compensation$33.8K1 Schedule C row(s)$33,803
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724114602NAL0012906929003
Plan sponsor
Agrace Hospicecare
EIN
39-1319537
Plan number
001
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.6M total assets
Net assets$41.6MLiabilities
Money in vs. money out
Total income / additions$11.4M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$1.2M
Participant$2.7M
Full reported line items
Total assets (EOY)
$41,597,994
Net assets (EOY)
$41,597,994
Employer contributions
$1,210,788
Participant contributions
$2,738,310
Total income / additions
$11,409,328
Benefits paid
$2,650,295
Administrative expenses
$31,112
Total expenses
$2,681,407
Net increase / (decrease)
$8,727,921
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $33.8K · Indirect $0

Related Form 5500 pages