2023 Form 5500 filing — Retirement Plan Of Bridges Healthcare, Inc. - Plan 1 (Frozen)
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 20241007100035NAL0007467443001) for Retirement Plan Of Bridges Healthcare, Inc. - Plan 1 (Frozen), reported by Bridges Healthcare, Inc. under EIN 06-0867978 and plan number 001. It reports 100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100035NAL0007467443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridges Healthcare, Inc.
- EIN
- 06-0867978
- Plan number
- 001
- Location
- Milford, CT
- Participants
- 100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,909,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,909,850
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $884,753
- Benefits paid
- $131,119
- Administrative expenses
- $26,169
- Total expenses
- $157,288
- Net increase / (decrease)
- $727,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,169 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $12,324 |