Hospital For Special Care 403(B) Retirement Plan — Form 5500 plan (Hospital For Special 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, Hospital For Special Care 403(B) Retirement Plan is a benefit plan reported by Hospital For Special Care under EIN 06-0646766 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,495 participants and $110,105,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hospital For Special Care
EIN
06-0646766
Plan number
004
Plan type
2
Location
New Britain, CT
Latest filing year
2023
Participants
1,495
End-of-year plan assets
$110,105,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,495H, C20240724101354NAL0028000098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$110,105,578
Total liabilities (EOY)
$0
Net assets (EOY)
$110,105,578
Net assets (BOY)
$102,580,936

Income & contributions

Employer contributions
$1,036,832
Participant contributions
$5,536,352
Total contributions
$6,999,305
Total income / additions
$17,837,640

Expenses & distributions

Benefits paid
$10,127,771
Administrative expenses
$141,280
Total expenses
$10,312,998
Net increase / (decrease)
$7,524,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$106,863$02023
Institutional Investment ConsultingINVESTMENT ADVISOR$34,417not reported in the loaded dataset2023

Related Form 5500 pages