2023 Form 5500 filing — Stamford Health System Defined Contribution 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 20241011105417NAL0021710689001) for Stamford Health System Defined Contribution Retirement Plan, reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 006. It reports 4,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105417NAL0021710689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stamford Health, Inc.
- EIN
- 22-2476636
- Plan number
- 006
- Location
- Stamford, CT
- Participants
- 4,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $428,804,830
- Net assets (EOY)
- $428,804,830
- Employer contributions
- $15,959,759
- Participant contributions
- $23,687,274
- Total income / additions
- $107,253,563
- Benefits paid
- $20,727,846
- Administrative expenses
- $403,556
- Total expenses
- $21,226,110
- Net increase / (decrease)
- $86,027,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $402,792 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $764 | $0 |