2023 Form 5500 filing — Bristol Hospital & Health Care Group 403(B) 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 20241111160258NAL0008714899001) for Bristol Hospital & Health Care Group 403(B) Plan, reported by Bristol Hospital & Health Care Group, Inc. under EIN 22-2577726 and plan number 002. It reports 2,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111160258NAL0008714899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Hospital & Health Care Group, Inc.
- EIN
- 22-2577726
- Plan number
- 002
- Location
- Bristol, CT
- Participants
- 2,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,777,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,777,034
- Employer contributions
- $1,498,676
- Participant contributions
- $6,643,371
- Total income / additions
- $19,177,865
- Benefits paid
- $6,454,960
- Administrative expenses
- $199,731
- Total expenses
- $6,672,573
- Net increase / (decrease)
- $12,505,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $169,322 | $0 |
| Creative Planning LLC | NONE | $45,000 | not reported in the loaded dataset |