2023 Form 5500 filing — Hospice & Palliative Care Charlotte Region Savings And Incentive Partnership 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 20241009133744NAL0032905232001) for Hospice & Palliative Care Charlotte Region Savings And Incentive Partnership Plan, reported by Hospice & Palliative Care Charlotte Region under EIN 56-1219017 and plan number 002. It reports 1,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133744NAL0032905232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospice & Palliative Care Charlotte Region
- EIN
- 56-1219017
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 1,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,046,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,046,962
- Employer contributions
- $740,238
- Participant contributions
- $2,685,440
- Total income / additions
- $10,258,965
- Benefits paid
- $3,475,760
- Administrative expenses
- $128,354
- Total expenses
- $3,604,114
- Net increase / (decrease)
- $6,654,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $128,354 | $0 |