Retirement Plan For The Center For Hospice And Palliative Care, Inc. — Form 5500 plan (The Center For Hospice And Palliative Care, 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, Retirement Plan For The Center For Hospice And Palliative Care, Inc. is a benefit plan reported by The Center For Hospice And Palliative Care, Inc. under EIN 31-0952866 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $9,001,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Center For Hospice And Palliative Care, Inc.
- EIN
- 31-0952866
- Plan number
- 001
- Plan type
- 2
- Location
- Mishawaka, IN
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,001,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241007102132NAL0027214192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,001,686
- Total liabilities (EOY)
- $17,009
- Net assets (EOY)
- $8,984,677
- Net assets (BOY)
- $8,167,950
Income & contributions
- Employer contributions
- $98,644
- Participant contributions
- $427,378
- Total contributions
- $774,068
- Total income / additions
- $2,087,331
Expenses & distributions
- Benefits paid
- $1,193,184
- Administrative expenses
- $70,584
- Total expenses
- $1,270,604
- Net increase / (decrease)
- $816,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,442 | $0 | 2023 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $28,327 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $2,325 | $3,553 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Center For Hospice And Palliative Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Mishawaka, IN
- Principal Life Insurance Company — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Axa Equitable Life Insurance Co — Schedule C compensation