2023 Form 5500 filing — Suburban Home Health Care Services Group Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717134510NAL0002424931001) for Suburban Home Health Care Services Group Retirement Plan, reported by Suburban Home Health Care Services under EIN 04-2756127 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717134510NAL0002424931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suburban Home Health Care Services
- EIN
- 04-2756127
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,582,358
- Total liabilities (EOY)
- $16,206
- Net assets (EOY)
- $12,566,152
- Employer contributions
- $128,812
- Participant contributions
- $1,122,949
- Total income / additions
- $2,835,717
- Benefits paid
- $1,040,551
- Administrative expenses
- $65,172
- Total expenses
- $1,105,723
- Net increase / (decrease)
- $1,729,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $36,122 | $186 |
| Hightower Advisors, LLC | BROKER | $11,288 | not reported in the loaded dataset |
| Bickling Financial Services, Inc. | BROKER | $10,926 | not reported in the loaded dataset |
| The Pension Service | TPA | $6,836 | not reported in the loaded dataset |