2023 Form 5500 filing — Carroll Hospital Center Retirement Savings 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 20241015162650NAL0057229874003) for Carroll Hospital Center Retirement Savings Plan, reported by Carroll Hospital Center under EIN 52-1452024 and plan number 002. It reports 2,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162650NAL0057229874003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Hospital Center
- EIN
- 52-1452024
- Plan number
- 002
- Location
- Owings Mills, MD
- Participants
- 2,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,306,203
- Net assets (EOY)
- $147,306,203
- Employer contributions
- $1,636,356
- Participant contributions
- $7,153,194
- Total income / additions
- $28,858,682
- Benefits paid
- $17,320,586
- Administrative expenses
- $272,394
- Total expenses
- $17,622,495
- Net increase / (decrease)
- $11,236,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $245,801 | $0 |
| Raymond James & Associates | INVESTMENT ADVISOR | $26,593 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKERAGE | $0 | $0 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 |