Community Home Health & Hospice Tax Sheltered Annuity Plan — Form 5500 plan (Community Home Health & Hospice)
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, Community Home Health & Hospice Tax Sheltered Annuity Plan is a benefit plan reported by Community Home Health & Hospice under EIN 91-1399370 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $7,850,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Home Health & Hospice
- EIN
- 91-1399370
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $7,850,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250715192106NAL0002575937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,850,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,850,195
- Net assets (BOY)
- $8,557,455
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $17,354
- Total contributions
- $17,354
- Total income / additions
- $1,996,688
Expenses & distributions
- Benefits paid
- $2,625,017
- Administrative expenses
- $78,931
- Total expenses
- $2,703,948
- Net increase / (decrease)
- -$707,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $54,776 | not reported in the loaded dataset | 2023 |
| Anderson & Anderson Advisory LLC | INVESTMENT AD VISOR | $28,326 | not reported in the loaded dataset | 2023 |
| Howell Straczek LLC | INDEPENDENT AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Rudd & Company Pllc | CONTRACT ADMIN | $1,600 | $8,779 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT/AD VISOR | $4,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Home Health & Hospice
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Longview, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Anderson & Anderson Advisory LLC — Schedule C compensation
- Howell Straczek LLC — Schedule C compensation
- Rudd & Company Pllc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation