The Connecticut Hospice Inc. Tax Sheltered Annuity Plan — Form 5500 plan (The Connecticut Hospice Inc)
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, The Connecticut Hospice Inc. Tax Sheltered Annuity Plan is a benefit plan reported by The Connecticut Hospice Inc under EIN 06-0878822 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $6,569,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Connecticut Hospice Inc
- EIN
- 06-0878822
- Plan number
- 002
- Plan type
- 2
- Location
- Branford, CT
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $6,569,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241007155118NAL0026609552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,569,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,610
- Net assets (BOY)
- $6,935,673
Income & contributions
- Employer contributions
- $33,022
- Participant contributions
- $386,352
- Total contributions
- $1,954,479
- Total income / additions
- $2,824,377
Expenses & distributions
- Benefits paid
- $3,155,307
- Administrative expenses
- $35,133
- Total expenses
- $3,190,440
- Net increase / (decrease)
- -$366,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $27,206 | $0 | 2023 |
| Morgan Stanley Global | NONE | $7,927 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $0 | $3,813 | 2023 |