2023 Form 5500 filing — Windsor Healthcare 401(K) 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 20241015184024NAL0050919680001) for Windsor Healthcare 401(K) Plan, reported by Windsor Healthcare Management LLC under EIN 26-2578442 and plan number 001. It reports 1,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$4.9MReported net assets$4,880,514
Participants1.1K1,149
Provider compensation$28.7K2 Schedule C row(s)$28,705
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015184024NAL0050919680001
- Plan sponsor
- Windsor Healthcare Management LLC
- EIN
- 26-2578442
- Plan number
- 001
- Location
- Norwood, NJ
- 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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,880,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,880,514
- Participant contributions
- $431,404
- Total income / additions
- $1,162,548
- Benefits paid
- $799,075
- Administrative expenses
- $28,705
- Total expenses
- $832,293
- Net increase / (decrease)
- $330,255
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors | NONE | $22,998 | $0 |
| Minnesota Life Insurance Company | NONE | $5,707 | $0 |