2023 Form 5500 filing — Waterbury Hospital Cash Balance 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 20241011145241NAL0011051075001) for Waterbury Hospital Cash Balance Retirement Plan, reported by Prospect Waterbury, Inc. under EIN 81-2181470 and plan number 005. It reports 1,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145241NAL0011051075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prospect Waterbury, Inc.
- EIN
- 81-2181470
- Plan number
- 005
- Location
- Waterbury, CT
- Participants
- 1,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,932,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,932,498
- Employer contributions
- $727,770
- Total income / additions
- $2,057,234
- Benefits paid
- $1,782,409
- Administrative expenses
- $878,342
- Total expenses
- $2,660,751
- Net increase / (decrease)
- -$603,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $209,190 | $0 |