St. Croix Hospice 401(K) Plan — Form 5500 plan (St Croix Hospice Acquisition Corp)

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, St. Croix Hospice 401(K) Plan is a benefit plan reported by St Croix Hospice Acquisition Corp under EIN 46-3662372 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,936 participants and $32,705,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St Croix Hospice Acquisition Corp
EIN
46-3662372
Plan number
001
Plan type
2
Location
Oakdale, MN
Latest filing year
2023
Participants
1,936
End-of-year plan assets
$32,705,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,936H, C20241014141921NAL0013438691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,705,396
Total liabilities (EOY)
$0
Net assets (EOY)
$32,705,396
Net assets (BOY)
$23,004,469

Income & contributions

Employer contributions
$2,023,360
Participant contributions
$6,038,502
Total contributions
$9,608,003
Total income / additions
$14,380,384

Expenses & distributions

Benefits paid
$4,462,569
Administrative expenses
$216,409
Total expenses
$4,679,457
Net increase / (decrease)
$9,700,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$216,408$02023
Mesirow Financial IncOTHER SERVICES$0$66,0512023

Related Form 5500 pages