2023 Form 5500 filing — The Floating Hospital 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 20241014123934NAL0027292849001) for The Floating Hospital Tax Sheltered Annuity Plan, reported by The Floating Hospital, Inc. under EIN 13-1624169 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123934NAL0027292849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Floating Hospital, Inc.
- EIN
- 13-1624169
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,977,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,977,199
- Employer contributions
- $396,345
- Participant contributions
- $756,236
- Total income / additions
- $2,510,076
- Benefits paid
- $470,642
- Administrative expenses
- $41,323
- Total expenses
- $589,049
- Net increase / (decrease)
- $1,921,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $85,015 | $0 |
| A P S-Pentegra | CONTRACT ADMIN | $24,198 | not reported in the loaded dataset |
| Mml Insurance Agency, LLC | INVESTMENT ADVISOR | $0 | $10,968 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | $10,968 |
| Iron-Co-Fid--Index-Comprehensive | ADVISORY | $4,486 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | ADVISORY | $897 | not reported in the loaded dataset |