2023 Form 5500 filing — Retirement Plan Of Bridges Healthcare, Inc. - Plan 1 (Frozen)
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 20241007100035NAL0007467443001) for Retirement Plan Of Bridges Healthcare, Inc. - Plan 1 (Frozen), reported by Bridges Healthcare, Inc. under EIN 06-0867978 and plan number 001. It reports 100 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)$5.9MReported net assets$5,909,850
Participants100
Provider compensation$38.5K2 Schedule C row(s)$38,493
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007100035NAL0007467443001
- Plan sponsor
- Bridges Healthcare, Inc.
- EIN
- 06-0867978
- Plan number
- 001
- Location
- Milford, CT
- Received date
- not reported in the loaded dataset
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,909,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,909,850
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $884,753
- Benefits paid
- $131,119
- Administrative expenses
- $26,169
- Total expenses
- $157,288
- Net increase / (decrease)
- $727,465
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,169 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $12,324 |