Hospice Brazos Valley, Inc. Erisa 403(B) Plan — Form 5500 plan (Hospice Brazos Valley, 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, Hospice Brazos Valley, Inc. Erisa 403(B) Plan is a benefit plan reported by Hospice Brazos Valley, Inc. under EIN 74-2229794 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $4,450,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hospice Brazos Valley, Inc.
EIN
74-2229794
Plan number
001
Plan type
2
Location
Bryan, TX
Latest filing year
2023
Participants
143
End-of-year plan assets
$4,450,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240702100440NAL0003432819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,450,892
Total liabilities (EOY)
$0
Net assets (EOY)
$4,450,892
Net assets (BOY)
$4,637,888

Income & contributions

Employer contributions
$146,269
Participant contributions
$281,120
Total contributions
$427,389
Total income / additions
$920,345

Expenses & distributions

Benefits paid
$1,064,378
Administrative expenses
$42,963
Total expenses
$1,107,341
Net increase / (decrease)
-$186,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$42,963$02023

Related Form 5500 pages