Androscoggin Home Care And Hospice Tax Sheltered Annuity Plan — Form 5500 plan (Androscoggin Home Care And Hospice)
Plain-English plan 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, Androscoggin Home Care And Hospice Tax Sheltered Annuity Plan is a benefit plan reported by Androscoggin Home Care And Hospice under EIN 01-0227184 and plan number 001. The latest loaded filing year is 2023. The filing reports 927 participants and $32,538,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Androscoggin Home Care And Hospice
- EIN
- 01-0227184
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ME
- Latest filing year
- 2023
- Participants
- 927
- End-of-year plan assets
- $32,538,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 927 | H, C | 20241011093048NAL0010771043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,538,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,538,731
- Net assets (BOY)
- $27,796,018
Income & contributions
- Employer contributions
- $604,602
- Participant contributions
- $2,521,945
- Total contributions
- $3,545,293
- Total income / additions
- $8,004,519
Expenses & distributions
- Benefits paid
- $3,139,367
- Administrative expenses
- $111,926
- Total expenses
- $3,261,806
- Net increase / (decrease)
- $4,742,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,926 | $0 | 2023 |
| Valmark Advisers | INVESTMENT ADVISORY | $0 | $34,188 | 2023 |
| Berry Dunn Mcneil & Parker, LLC | ACCOUNTANT | $0 | $14,660 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Androscoggin Home Care And Hospice
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Lewiston, ME
- Principal Life Insurance Company — Schedule C compensation
- Valmark Advisers — Schedule C compensation
- Berry Dunn Mcneil & Parker, LLC — Schedule C compensation