2023 Form 5500 filing — Bhcare, Inc. 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 20240918074709NAL0005827872001) for Bhcare, Inc. Retirement Plan, reported by Bhcare, Inc. under EIN 22-2598799 and plan number 002. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918074709NAL0005827872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bhcare, Inc.
- EIN
- 22-2598799
- Plan number
- 002
- Location
- North Haven, CT
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,632,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,632,232
- Employer contributions
- $446,415
- Participant contributions
- $902,826
- Total income / additions
- $3,755,123
- Benefits paid
- $1,098,700
- Administrative expenses
- $52,370
- Total expenses
- $1,151,070
- Net increase / (decrease)
- $2,604,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $26,556 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $25,814 | $0 |