2023 Form 5500 filing — Partners Pension 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 20241014140840NAL0027514673001) for Partners Pension Plan, reported by The Hospice And Palliative Care Group, Inc. Dba The Homecare Partners under EIN 56-2298553 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140840NAL0027514673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hospice And Palliative Care Group, Inc. Dba The Homecare Partners
- EIN
- 56-2298553
- Plan number
- 001
- Location
- Lockport, NY
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,158,766
- Net assets (EOY)
- $1,158,766
- Employer contributions
- $552,802
- Total income / additions
- $699,405
- Benefits paid
- $47,940
- Administrative expenses
- $9,574
- Total expenses
- $57,514
- Net increase / (decrease)
- $641,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | RECORDKEEPER | $6,607 | $0 |
| Actuarial Consulting Services, Inc. | TPA | $2,818 | not reported in the loaded dataset |