2023 Form 5500 filing — Sangre De Cristo Hospice & Palliative 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 20240918173744NAL0004711121001) for Sangre De Cristo Hospice & Palliative Care 403(B) Retirement Plan, reported by Sangre De Cristo Hospice & Palliative Care under EIN 74-2336442 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918173744NAL0004711121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sangre De Cristo Hospice & Palliative Care
- EIN
- 74-2336442
- Plan number
- 001
- Location
- Pueblo, CO
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,792,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,792,603
- Employer contributions
- $195,018
- Participant contributions
- $419,808
- Total income / additions
- $1,505,614
- Benefits paid
- $1,156,963
- Administrative expenses
- $43,076
- Total expenses
- $1,200,039
- Net increase / (decrease)
- $305,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,075 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $11,165 |