Hillcrest Healthcare Communities 403(B) Plan — Form 5500 plan (Hillcrest Healthcare Communities, I Nc.)
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, Hillcrest Healthcare Communities 403(B) Plan is a benefit plan reported by Hillcrest Healthcare Communities, I Nc. under EIN 62-0641093 and plan number 002. The latest loaded filing year is 2023. The filing reports 351 participants and $3,013,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillcrest Healthcare Communities, I Nc.
- EIN
- 62-0641093
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $3,013,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20240926095018NAL0000493601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,013,952
- Total liabilities (EOY)
- $3,192
- Net assets (EOY)
- $3,010,760
- Net assets (BOY)
- $2,297,943
Income & contributions
- Employer contributions
- $142,813
- Participant contributions
- $212,038
- Total contributions
- $495,958
- Total income / additions
- $882,192
Expenses & distributions
- Benefits paid
- $150,534
- Administrative expenses
- $15,649
- Total expenses
- $169,375
- Net increase / (decrease)
- $712,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services | FINANCIAL | $4,909 | $7,770 | 2023 |
| Tennessee Pension Administrators | TPA | $150 | $7,230 | 2023 |
| Nationwide | RECORDKEEPER | $4,020 | $60 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillcrest Healthcare Communities, I Nc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Woodbury Financial Services — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation
- Nationwide — Schedule C compensation