2023 Form 5500 filing — Our Hospice 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 20241015090927NAL0029092993001) for Our Hospice Retirement Plan, reported by Our Hospice Of South Central Ind under EIN 35-1479425 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090927NAL0029092993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Our Hospice Of South Central Ind
- EIN
- 35-1479425
- Plan number
- 001
- Location
- Columbus, IN
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,287,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,287,025
- Employer contributions
- $323,614
- Participant contributions
- $665,305
- Total income / additions
- $1,985,737
- Benefits paid
- $1,087,251
- Administrative expenses
- $57,015
- Total expenses
- $1,144,266
- Net increase / (decrease)
- $841,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,410 | $0 |
| First Financial Bank | INVESTMENT/FINANCIAL ADVI | $23,907 | $0 |
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $13,394 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |