Carroll Hospital Center Retirement Savings Plan — Form 5500 plan (Carroll Hospital Center)
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, Carroll Hospital Center Retirement Savings Plan is a benefit plan reported by Carroll Hospital Center under EIN 52-1452024 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,411 participants and $147,306,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Hospital Center
- EIN
- 52-1452024
- Plan number
- 002
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 2,411
- End-of-year plan assets
- $147,306,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,411 | H, C | 20241015162650NAL0057229874003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,306,203
- Net assets (EOY)
- $147,306,203
- Net assets (BOY)
- $136,070,016
Income & contributions
- Employer contributions
- $1,636,356
- Participant contributions
- $7,153,194
- Total contributions
- $9,368,516
- Total income / additions
- $28,858,682
Expenses & distributions
- Benefits paid
- $17,320,586
- Administrative expenses
- $272,394
- Total expenses
- $17,622,495
- Net increase / (decrease)
- $11,236,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $245,801 | $0 | 2023 |
| Raymond James & Associates | INVESTMENT ADVISOR | $26,593 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKERAGE | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carroll Hospital Center
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Owings Mills, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation