2023 Form 5500 filing — Treasure Coast Hospice Retirement 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 20250714133544NAL0000916019001) for Treasure Coast Hospice Retirement Plan, reported by Health & Palliative Services Of The Treasure Coast, Inc. under EIN 20-1683870 and plan number 001. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714133544NAL0000916019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health & Palliative Services Of The Treasure Coast, Inc.
- EIN
- 20-1683870
- Plan number
- 001
- Location
- Stuart, FL
- Participants
- 841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,141,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,141,537
- Employer contributions
- $543,824
- Participant contributions
- $1,484,521
- Total income / additions
- $5,567,791
- Benefits paid
- $3,201,147
- Administrative expenses
- $63,249
- Total expenses
- $3,265,284
- Net increase / (decrease)
- $2,302,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,864 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset |