2023 Form 5500 filing — Old Colony Hospice, Inc. 403(B) 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 20240925092944NAL0026299282001) for Old Colony Hospice, Inc. 403(B) Plan, reported by Old Colony Hospice, Inc. under EIN 04-2793637 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925092944NAL0026299282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Old Colony Hospice, Inc.
- EIN
- 04-2793637
- Plan number
- 001
- Location
- West Bridgewater, MA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,025,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,025,625
- Participant contributions
- $492,885
- Total income / additions
- $891,249
- Benefits paid
- $227,865
- Administrative expenses
- $29,990
- Total expenses
- $257,855
- Net increase / (decrease)
- $633,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standcorp Financial Corp | NONE | $17,715 | not reported in the loaded dataset |
| Symphony Retirement Partners, LLC | NONE | $12,275 | not reported in the loaded dataset |