Plan5500

The Highlands Long Term Care Retirement Plan — Form 5500 plan (The Highlands)

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, The Highlands Long Term Care Retirement Plan is a benefit plan reported by The Highlands under EIN 22-3154715 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,245 participants and $18,157,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Highlands
EIN
22-3154715
Plan number
001
Plan type
2
Location
Pittsford, NY
Latest filing year
2023
Participants
1,245
End-of-year plan assets
$18,157,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,245H, C20241009120226NAL0009172787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,157,418
Total liabilities (EOY)
$0
Net assets (EOY)
$18,157,418
Net assets (BOY)
$16,289,811

Income & contributions

Employer contributions
$292,936
Participant contributions
$1,068,313
Total contributions
$1,503,885
Total income / additions
$3,796,121

Expenses & distributions

Benefits paid
$1,899,762
Administrative expenses
$13,638
Total expenses
$1,928,514
Net increase / (decrease)
$1,867,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$13,638$02023

Related Form 5500 pages