Frederiksted Health Care Inc 403(B) Retirement Plan — Form 5500 plan (Frederiksted Health Care 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, Frederiksted Health Care Inc 403(B) Retirement Plan is a benefit plan reported by Frederiksted Health Care Inc. under EIN 66-0586667 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $3,784,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederiksted Health Care Inc.
- EIN
- 66-0586667
- Plan number
- 001
- Plan type
- 2
- Location
- St. Croix, VI
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $3,784,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240926090909NAL0000778080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,784,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,784,056
- Net assets (BOY)
- $2,884,995
Income & contributions
- Employer contributions
- $297,156
- Participant contributions
- $424,876
- Total contributions
- $722,032
- Total income / additions
- $1,228,706
Expenses & distributions
- Benefits paid
- $296,333
- Administrative expenses
- $33,312
- Total expenses
- $329,645
- Net increase / (decrease)
- $899,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $18,769 | $0 | 2023 |
| Merrill Lynch Retirement & Benefit | NONE | $14,543 | not reported in the loaded dataset | 2023 |