Stamford Health System Defined Contribution Retirement Plan — Form 5500 plan (Stamford Health, 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, Stamford Health System Defined Contribution Retirement Plan is a benefit plan reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,678 participants and $428,804,830 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$428.8MPlan net assets, end of year$428,804,830
Participants4.7KCovered participants reported4,678
Assets / participant$91.7KComputed: assets ÷ participants$91,664 (computed)
Provider compensation$403.6K2 Schedule C provider row(s)$403,556
- Plan sponsor
- Stamford Health, Inc.
- EIN
- 22-2476636
- Plan number
- 006
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,678 | H, C | 20241011105417NAL0021710689001 |
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)$428.8M total assets
Net assets$428.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $428,804,830
- Net assets (EOY)
- $428,804,830
- Net assets (BOY)
- $342,777,377
Income & contributions
- Employer contributions
- $15,959,759
- Participant contributions
- $23,687,274
- Total contributions
- $46,943,873
- Total income / additions
- $107,253,563
Expenses & distributions
- Benefits paid
- $20,727,846
- Administrative expenses
- $403,556
- Total expenses
- $21,226,110
- Net increase / (decrease)
- $86,027,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $402,792 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $764 | $0 | 2023 |