Hospice Of Southern Maine Retirement Savings Plan — Form 5500 plan (Hospice Of Southern Maine)
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, Hospice Of Southern Maine Retirement Savings Plan is a benefit plan reported by Hospice Of Southern Maine under EIN 01-0540180 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $7,390,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospice Of Southern Maine
- EIN
- 01-0540180
- Plan number
- 001
- Plan type
- 2
- Location
- Scarborough, ME
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $7,390,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240626071230NAL0009138273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,390,364
- Net assets (EOY)
- $7,390,364
- Net assets (BOY)
- $5,961,139
Income & contributions
- Employer contributions
- $189,594
- Participant contributions
- $674,545
- Total contributions
- $942,959
- Total income / additions
- $1,935,090
Expenses & distributions
- Benefits paid
- $460,641
- Administrative expenses
- $44,683
- Total expenses
- $505,865
- Net increase / (decrease)
- $1,429,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers Inc | INVESTMENT ADVISOR | $22,497 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,705 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,364 | $0 | 2023 |
| Downeast Pension Services Inc | TPA | $500 | $6,417 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hospice Of Southern Maine
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Scarborough, ME
- Valmark Advisers Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Downeast Pension Services Inc — Schedule C compensation