2023 Form 5500 filing — Stamford Health System Retirement Income 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 20240820134146NAL0005997298001) for Stamford Health System Retirement Income Plan, reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 004. It reports 1,527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820134146NAL0005997298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stamford Health, Inc.
- EIN
- 22-2476636
- Plan number
- 004
- Location
- Stamford, CT
- Participants
- 1,527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $504,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $504,127
- Total income / additions
- $14,264,260
- Benefits paid
- $240,544,474
- Administrative expenses
- $37,030,054
- Total expenses
- $277,574,528
- Net increase / (decrease)
- -$263,310,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,100,000 | not reported in the loaded dataset |
| Legal And Gnrl Invsmt Mgmt America | NONE | $135,945 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $110,000 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $50,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $11,000 | not reported in the loaded dataset |