2023 Form 5500 filing — The Horizon Corporations 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 20241007125655NAL0031767170001) for The Horizon Corporations Retirement Plan, reported by Horizon Health Services, Inc under EIN 16-6198498 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007125655NAL0031767170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Health Services, Inc
- EIN
- 16-6198498
- Plan number
- 001
- Location
- Getzville, NY
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,222,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,222,302
- Employer contributions
- $2,076,607
- Participant contributions
- $2,280,575
- Total income / additions
- $10,426,187
- Benefits paid
- $4,353,749
- Administrative expenses
- $2,057
- Total expenses
- $4,365,580
- Net increase / (decrease)
- $6,060,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,057 | $0 |