2023 Form 5500 filing — St. Croix Hospice 401(K) 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 20241014141921NAL0013438691001) for St. Croix Hospice 401(K) Plan, reported by St Croix Hospice Acquisition Corp under EIN 46-3662372 and plan number 001. It reports 1,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014141921NAL0013438691001
Filing year
2023
Form type
2
Plan sponsor
St Croix Hospice Acquisition Corp
EIN
46-3662372
Plan number
001
Location
Oakdale, MN
Participants
1,936
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,705,396
Total liabilities (EOY)
$0
Net assets (EOY)
$32,705,396
Employer contributions
$2,023,360
Participant contributions
$6,038,502
Total income / additions
$14,380,384
Benefits paid
$4,462,569
Administrative expenses
$216,409
Total expenses
$4,679,457
Net increase / (decrease)
$9,700,927
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$216,408$0
Mesirow Financial IncOTHER SERVICES$0$66,051

Related Form 5500 pages