2023 Form 5500 filing — Carroll Hospital Center, Inc. Retirement Income 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 20250114130918NAL0011633811001) for Carroll Hospital Center, Inc. Retirement Income Plan, reported by Carroll Hospital Center, Inc. under EIN 52-1452024 and plan number 001. It reports 1,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114130918NAL0011633811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Hospital Center, Inc.
- EIN
- 52-1452024
- Plan number
- 001
- Location
- Westminster, MD
- Participants
- 1,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,702,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,702,327
- Total income / additions
- $9,708,585
- Benefits paid
- $3,558,057
- Administrative expenses
- $640,045
- Total expenses
- $4,198,102
- Net increase / (decrease)
- $5,510,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $174,515 | not reported in the loaded dataset |
| Marshall Wace Eureka Fund | NONE | $150,005 | not reported in the loaded dataset |
| Truist Bank | TRUSTEE | $92,279 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $68,673 | not reported in the loaded dataset |
| Edgewood Management LLC | NONE | $18,820 | not reported in the loaded dataset |
| Brown Capital Management | NONE | $17,384 | not reported in the loaded dataset |