2023 Form 5500 filing — The Connecticut Hospice Inc. Tax Sheltered Annuity 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 20241007155118NAL0026609552001) for The Connecticut Hospice Inc. Tax Sheltered Annuity Plan, reported by The Connecticut Hospice Inc under EIN 06-0878822 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155118NAL0026609552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Connecticut Hospice Inc
- EIN
- 06-0878822
- Plan number
- 002
- Location
- Branford, CT
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,569,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,610
- Employer contributions
- $33,022
- Participant contributions
- $386,352
- Total income / additions
- $2,824,377
- Benefits paid
- $3,155,307
- Administrative expenses
- $35,133
- Total expenses
- $3,190,440
- Net increase / (decrease)
- -$366,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $27,206 | $0 |
| Morgan Stanley Global | NONE | $7,927 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $0 | $3,813 |