Plan5500

Old Colony Hospice, Inc. 403(B) Plan — Form 5500 plan (Old Colony Hospice, Inc.)

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, Old Colony Hospice, Inc. 403(B) Plan is a benefit plan reported by Old Colony Hospice, Inc. under EIN 04-2793637 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $3,025,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Old Colony Hospice, Inc.
EIN
04-2793637
Plan number
001
Plan type
2
Location
West Bridgewater, MA
Latest filing year
2023
Participants
168
End-of-year plan assets
$3,025,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20240925092944NAL0026299282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,025,625
Total liabilities (EOY)
$0
Net assets (EOY)
$3,025,625
Net assets (BOY)
$2,392,231

Income & contributions

Participant contributions
$492,885
Total contributions
$492,885
Total income / additions
$891,249

Expenses & distributions

Benefits paid
$227,865
Administrative expenses
$29,990
Total expenses
$257,855
Net increase / (decrease)
$633,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Standcorp Financial CorpNONE$17,715not reported in the loaded dataset2023
Symphony Retirement Partners, LLCNONE$12,275not reported in the loaded dataset2023

Related Form 5500 pages