2023 Form 5500 filing — Hospital For Special Care 403(B) 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 20240724101354NAL0028000098001) for Hospital For Special Care 403(B) Retirement Plan, reported by Hospital For Special Care under EIN 06-0646766 and plan number 004. It reports 1,495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724101354NAL0028000098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospital For Special Care
- EIN
- 06-0646766
- Plan number
- 004
- Location
- New Britain, CT
- Participants
- 1,495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,105,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,105,578
- Employer contributions
- $1,036,832
- Participant contributions
- $5,536,352
- Total income / additions
- $17,837,640
- Benefits paid
- $10,127,771
- Administrative expenses
- $141,280
- Total expenses
- $10,312,998
- Net increase / (decrease)
- $7,524,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $106,863 | $0 |
| Institutional Investment Consulting | INVESTMENT ADVISOR | $34,417 | not reported in the loaded dataset |