2023 Form 5500 filing — Hospice 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 20240924144428NAL0023123056001) for Hospice Retirement Plan, reported by Hospice And Palliative Care Buffalo, Inc. under EIN 22-3141532 and plan number 002. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924144428NAL0023123056001
Filing year
2023
Form type
2
Plan sponsor
Hospice And Palliative Care Buffalo, Inc.
EIN
22-3141532
Plan number
002
Location
Cheektowaga, NY
Participants
689
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$49,464,026
Total liabilities (EOY)
$0
Net assets (EOY)
$49,464,026
Employer contributions
$2,529,504
Participant contributions
$2,351,258
Total income / additions
$12,275,198
Benefits paid
$4,320,244
Administrative expenses
$91,295
Total expenses
$4,434,280
Net increase / (decrease)
$7,840,918
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe Price Rps IncNONE$56,704$0
Trg Advisors, IncNONE$30,669not reported in the loaded dataset

Related Form 5500 pages