2023 Form 5500 filing — Bridgeport Hospital Tax Sheltered Annuity 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 20241015061148NAL0048308224002) for Bridgeport Hospital Tax Sheltered Annuity Plan, reported by Bridgeport Hospital under EIN 06-0646554 and plan number 006. It reports 6,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061148NAL0048308224002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgeport Hospital
- EIN
- 06-0646554
- Plan number
- 006
- Location
- Bridgeport, CT
- Participants
- 6,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $248,822,103
- Net assets (EOY)
- $248,822,103
- Participant contributions
- $17,466,541
- Total income / additions
- $57,397,384
- Benefits paid
- $18,159,351
- Administrative expenses
- $62,406
- Total expenses
- $18,278,110
- Net increase / (decrease)
- $39,119,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us, Llp | AUDITOR | $17,992 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$220,589 | $0 |