2023 Form 5500 filing — Stamford Health System Defined Contribution 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 20241011105417NAL0021710689001) for Stamford Health System Defined Contribution Retirement Plan, reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 006. It reports 4,678 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)$428.8MReported net assets$428,804,830
Participants4.7K4,678
Provider compensation$403.6K2 Schedule C row(s)$403,556
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011105417NAL0021710689001
- Plan sponsor
- Stamford Health, Inc.
- EIN
- 22-2476636
- Plan number
- 006
- Location
- Stamford, 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)$428.8M total assets
Net assets$428.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $428,804,830
- Net assets (EOY)
- $428,804,830
- Employer contributions
- $15,959,759
- Participant contributions
- $23,687,274
- Total income / additions
- $107,253,563
- Benefits paid
- $20,727,846
- Administrative expenses
- $403,556
- Total expenses
- $21,226,110
- Net increase / (decrease)
- $86,027,453
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $402,792 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $764 | $0 |