2023 Form 5500 filing — Carolton Hospital Employee Profit Sharing 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 20250530115237NAL0008053681001) for Carolton Hospital Employee Profit Sharing Plan, reported by Carolton Chronic & Convalescent Hospital, Inc. under EIN 06-0699795 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530115237NAL0008053681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolton Chronic & Convalescent Hospital, Inc.
- EIN
- 06-0699795
- Plan number
- 001
- Location
- Fairfield, CT
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,731,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,731,537
- Employer contributions
- $0
- Participant contributions
- $477,335
- Total income / additions
- $1,684,033
- Benefits paid
- $3,094,946
- Administrative expenses
- $2,130
- Total expenses
- $3,097,076
- Net increase / (decrease)
- -$1,413,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $19,324 |
| T R Paul Inc. | THIRD PARTY ADMINISTRATO | $1,790 | $5,692 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,090 | $0 |