Bristol Hospital & Health Care Group 403(B) Plan — Form 5500 plan (Bristol Hospital & Health Care Group, 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, Bristol Hospital & Health Care Group 403(B) Plan is a benefit plan reported by Bristol Hospital & Health Care Group, Inc. under EIN 22-2577726 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,297 participants and $75,777,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bristol Hospital & Health Care Group, Inc.
EIN
22-2577726
Plan number
002
Plan type
2
Location
Bristol, CT
Latest filing year
2023
Participants
2,297
End-of-year plan assets
$75,777,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,297H, C20241111160258NAL0008714899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,777,034
Total liabilities (EOY)
$0
Net assets (EOY)
$75,777,034
Net assets (BOY)
$63,271,742

Income & contributions

Employer contributions
$1,498,676
Participant contributions
$6,643,371
Total contributions
$8,698,872
Total income / additions
$19,177,865

Expenses & distributions

Benefits paid
$6,454,960
Administrative expenses
$199,731
Total expenses
$6,672,573
Net increase / (decrease)
$12,505,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$169,322$02023
Creative Planning LLCNONE$45,000not reported in the loaded dataset2023

Related Form 5500 pages