2023 Form 5500 filing — Bristol Hospital And Health Care Group 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 20241119161552NAL0001801763001) for Bristol Hospital And Health Care Group 401(K) Plan, reported by Bristol Hospital Ems, Inc. under EIN 06-1547648 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241119161552NAL0001801763001
Filing year
2023
Form type
2
Plan sponsor
Bristol Hospital Ems, Inc.
EIN
06-1547648
Plan number
001
Location
Bristol, CT
Participants
154
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,883,986
Total liabilities (EOY)
$0
Net assets (EOY)
$14,883,986
Employer contributions
$32,649
Participant contributions
$105,257
Total income / additions
$2,270,321
Benefits paid
$433,289
Administrative expenses
$48,266
Total expenses
$481,555
Net increase / (decrease)
$1,788,766
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$33,287$0
Creative Planning LLCNONE$15,000not reported in the loaded dataset

Related Form 5500 pages