Bridgeport Hospital Tax Sheltered Annuity Plan — Form 5500 plan (Bridgeport Hospital)

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, Bridgeport Hospital Tax Sheltered Annuity Plan is a benefit plan reported by Bridgeport Hospital under EIN 06-0646554 and plan number 006. The latest loaded filing year is 2023. The filing reports 6,325 participants and $248,822,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bridgeport Hospital
EIN
06-0646554
Plan number
006
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
6,325
End-of-year plan assets
$248,822,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,325H, C20241015061148NAL0048308224002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$248,822,103
Net assets (EOY)
$248,822,103
Net assets (BOY)
$209,702,829

Income & contributions

Participant contributions
$17,466,541
Total contributions
$18,865,549
Total income / additions
$57,397,384

Expenses & distributions

Benefits paid
$18,159,351
Administrative expenses
$62,406
Total expenses
$18,278,110
Net increase / (decrease)
$39,119,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Us, LlpAUDITOR$17,992not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$220,589$02023

Related Form 5500 pages