Plan5500

Greenwich Hospital Tax Deferred Annuity Retirement Plan — Form 5500 plan (Greenwich Hospital)

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, Greenwich Hospital Tax Deferred Annuity Retirement Plan is a benefit plan reported by Greenwich Hospital under EIN 06-0646659 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,334 participants and $224,956,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenwich Hospital
EIN
06-0646659
Plan number
003
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
3,334
End-of-year plan assets
$224,956,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,334H, C20240805153320NAL0000766627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$224,956,931
Net assets (EOY)
$224,956,931
Net assets (BOY)
$193,245,754

Income & contributions

Participant contributions
$13,349,883
Total contributions
$14,293,204
Total income / additions
$48,880,979

Expenses & distributions

Benefits paid
$17,043,574
Administrative expenses
$62,850
Total expenses
$17,169,802
Net increase / (decrease)
$31,711,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$24,763not reported in the loaded dataset2023
Capfinancial PartnersCONSULTANT$7,590not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$203,050$02023

Related Form 5500 pages