2023 Form 5500 filing — Blue Ridge Hospice Retirement Savings 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 20240930221156NAL0006115857001) for Blue Ridge Hospice Retirement Savings Plan, reported by Blue Ridge Hospice, Inc. under EIN 54-1126227 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930221156NAL0006115857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Ridge Hospice, Inc.
- EIN
- 54-1126227
- Plan number
- 001
- Location
- Winchester, VA
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,356,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,356,458
- Employer contributions
- $383,776
- Participant contributions
- $737,547
- Total income / additions
- $2,024,655
- Benefits paid
- $284,334
- Administrative expenses
- $70,615
- Total expenses
- $354,949
- Net increase / (decrease)
- $1,669,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $50,328 | not reported in the loaded dataset |
| Winchester Wealth Management | INVESTMENT ADVISORY | $20,287 | not reported in the loaded dataset |