Big Bend Hospice Retirement Plan — Form 5500 plan (Big Bend Hospice, 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, Big Bend Hospice Retirement Plan is a benefit plan reported by Big Bend Hospice, Inc. under EIN 59-2328806 and plan number 002. The latest loaded filing year is 2023. The filing reports 315 participants and $10,755,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Bend Hospice, Inc.
- EIN
- 59-2328806
- Plan number
- 002
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $10,755,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20241015142240NAL0029958769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,755,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,755,771
- Net assets (BOY)
- $8,724,641
Income & contributions
- Employer contributions
- $462,347
- Participant contributions
- $946,935
- Total contributions
- $1,513,822
- Total income / additions
- $2,792,833
Expenses & distributions
- Benefits paid
- $701,897
- Administrative expenses
- $59,806
- Total expenses
- $761,703
- Net increase / (decrease)
- $2,031,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Advisor Alliance | INVESTMENT ADVISOR | $37,252 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,352 | $0 | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMIN | $7,220 | $4,564 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Bend Hospice, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Independent Advisor Alliance — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation