Our Hospice Retirement Plan — Form 5500 plan (Our Hospice Of South Central Ind)
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, Our Hospice Retirement Plan is a benefit plan reported by Our Hospice Of South Central Ind under EIN 35-1479425 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $7,287,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Our Hospice Of South Central Ind
- EIN
- 35-1479425
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $7,287,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241015090927NAL0029092993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,287,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,287,025
- Net assets (BOY)
- $6,445,554
Income & contributions
- Employer contributions
- $323,614
- Participant contributions
- $665,305
- Total contributions
- $1,020,152
- Total income / additions
- $1,985,737
Expenses & distributions
- Benefits paid
- $1,087,251
- Administrative expenses
- $57,015
- Total expenses
- $1,144,266
- Net increase / (decrease)
- $841,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,410 | $0 | 2023 |
| First Financial Bank | INVESTMENT/FINANCIAL ADVI | $23,907 | $0 | 2023 |
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $13,394 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Our Hospice Of South Central Ind
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Adp, Inc. — Schedule C compensation
- First Financial Bank — Schedule C compensation
- Shepherd Financial Invest. Advisory — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation