2023 Form 5500 filing — Big Bend 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 20241015142240NAL0029958769001) for Big Bend Hospice Retirement Plan, reported by Big Bend Hospice, Inc. under EIN 59-2328806 and plan number 002. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142240NAL0029958769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big Bend Hospice, Inc.
- EIN
- 59-2328806
- Plan number
- 002
- Location
- Tallahassee, FL
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,755,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,755,771
- Employer contributions
- $462,347
- Participant contributions
- $946,935
- Total income / additions
- $2,792,833
- Benefits paid
- $701,897
- Administrative expenses
- $59,806
- Total expenses
- $761,703
- Net increase / (decrease)
- $2,031,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Advisor Alliance | INVESTMENT ADVISOR | $37,252 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,352 | $0 |
| Retirement Solutions Specialists | THIRD PARTY ADMIN | $7,220 | $4,564 |