2023 Form 5500 filing — Windsor Healthcare 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 20241015184024NAL0050919680001) for Windsor Healthcare 401(K) Plan, reported by Windsor Healthcare Management LLC under EIN 26-2578442 and plan number 001. It reports 1,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184024NAL0050919680001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Windsor Healthcare Management LLC
- EIN
- 26-2578442
- Plan number
- 001
- Location
- Norwood, NJ
- Participants
- 1,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,880,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,880,514
- Participant contributions
- $431,404
- Total income / additions
- $1,162,548
- Benefits paid
- $799,075
- Administrative expenses
- $28,705
- Total expenses
- $832,293
- Net increase / (decrease)
- $330,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors | NONE | $22,998 | $0 |
| Minnesota Life Insurance Company | NONE | $5,707 | $0 |