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, Hospice & Palliative Care Charlotte Region Savings And Incentive Partnership Plan is a benefit plan reported by Hospice & Palliative Care Charlotte Region under EIN 56-1219017 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,163 participants and $39,046,962 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,046,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,046,962
- Net assets (BOY)
- $32,392,111
Income & contributions
- Employer contributions
- $740,238
- Participant contributions
- $2,685,440
- Total contributions
- $4,657,501
- Total income / additions
- $10,258,965
Expenses & distributions
- Benefits paid
- $3,475,760
- Administrative expenses
- $128,354
- Total expenses
- $3,604,114
- Net increase / (decrease)
- $6,654,851