Section 403(B) Retirement Plan For Hudson Valley Hospice — Form 5500 plan (Hudson Valley 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, Section 403(B) Retirement Plan For Hudson Valley Hospice is a benefit plan reported by Hudson Valley Hospice under EIN 14-1638619 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $10,264,615 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,264,615
Participants385Covered participants reported
Assets / participant$26.7KComputed: assets ÷ participants$26,661 (computed)
Provider compensation$34.8K2 Schedule C provider row(s)$34,799
- Plan sponsor
- Hudson Valley Hospice
- EIN
- 14-1638619
- Plan number
- 001
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20241009131933NAL0019284769001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,264,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,264,615
- Net assets (BOY)
- $7,480,721
Income & contributions
- Employer contributions
- $448,507
- Participant contributions
- $1,134,339
- Total contributions
- $1,964,669
- Total income / additions
- $3,301,398
Expenses & distributions
- Benefits paid
- $482,705
- Administrative expenses
- $34,799
- Total expenses
- $517,504
- Net increase / (decrease)
- $2,783,894
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Community Securities Cor | N/A | $19,496 | $0 | 2023 |
| Healthcare Community Securities Cor | RECORDKEEPER | $15,303 | $0 | 2023 |