Northwest Community Health Care Retirement Plan — Form 5500 plan (Northwest Community Health Care)
Plain-English plan 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, Northwest Community Health Care Retirement Plan is a benefit plan reported by Northwest Community Health Care under EIN 05-0258811 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $14,010,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Community Health Care
- EIN
- 05-0258811
- Plan number
- 001
- Plan type
- 2
- Location
- Pascoag, RI
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $14,010,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20250117140303NAL0039503632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,010,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,010,957
- Net assets (BOY)
- $11,720,622
Income & contributions
- Employer contributions
- $334,999
- Participant contributions
- $1,121,961
- Total contributions
- $1,456,960
- Total income / additions
- $3,244,423
Expenses & distributions
- Benefits paid
- $878,762
- Administrative expenses
- $75,326
- Total expenses
- $954,088
- Net increase / (decrease)
- $2,290,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $58,173 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Cornerstone Retirement Plan Admin | CONTRACT ADMINISTRATOR | $1,800 | $11,241 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $3,528 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Community Health Care
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Pascoag, RI
- Empower Annuity Insurance Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Cornerstone Retirement Plan Admin — Schedule C compensation
- Empower Advisory Group — Schedule C compensation