2023 Form 5500 filing — Retirement Plan For The Center For Hospice And Palliative Care, Inc.
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 20241007102132NAL0027214192001) for Retirement Plan For The Center For Hospice And Palliative Care, Inc., reported by The Center For Hospice And Palliative Care, Inc. under EIN 31-0952866 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102132NAL0027214192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Center For Hospice And Palliative Care, Inc.
- EIN
- 31-0952866
- Plan number
- 001
- Location
- Mishawaka, IN
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,001,686
- Total liabilities (EOY)
- $17,009
- Net assets (EOY)
- $8,984,677
- Employer contributions
- $98,644
- Participant contributions
- $427,378
- Total income / additions
- $2,087,331
- Benefits paid
- $1,193,184
- Administrative expenses
- $70,584
- Total expenses
- $1,270,604
- Net increase / (decrease)
- $816,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,442 | $0 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $28,327 |
| Ascensus | CONTRACT ADMINISTRATOR | $2,325 | $3,553 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | not reported in the loaded dataset |