Suburban Home Health Care Services Group Retirement Plan — Form 5500 plan (Suburban Home Health Care Services)
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, Suburban Home Health Care Services Group Retirement Plan is a benefit plan reported by Suburban Home Health Care Services under EIN 04-2756127 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $12,582,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suburban Home Health Care Services
- EIN
- 04-2756127
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $12,582,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20240717134510NAL0002424931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,582,358
- Total liabilities (EOY)
- $16,206
- Net assets (EOY)
- $12,566,152
- Net assets (BOY)
- $10,836,158
Income & contributions
- Employer contributions
- $128,812
- Participant contributions
- $1,122,949
- Total contributions
- $1,260,314
- Total income / additions
- $2,835,717
Expenses & distributions
- Benefits paid
- $1,040,551
- Administrative expenses
- $65,172
- Total expenses
- $1,105,723
- Net increase / (decrease)
- $1,729,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $36,122 | $186 | 2023 |
| Hightower Advisors, LLC | BROKER | $11,288 | not reported in the loaded dataset | 2023 |
| Bickling Financial Services, Inc. | BROKER | $10,926 | not reported in the loaded dataset | 2023 |
| The Pension Service | TPA | $6,836 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suburban Home Health Care Services
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Nationwide — Schedule C compensation
- Hightower Advisors, LLC — Schedule C compensation
- Bickling Financial Services, Inc. — Schedule C compensation
- The Pension Service — Schedule C compensation