The Floating Hospital Tax Sheltered Annuity Plan — Form 5500 plan (The Floating Hospital, 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 Floating Hospital Tax Sheltered Annuity Plan is a benefit plan reported by The Floating Hospital, Inc. under EIN 13-1624169 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $9,977,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Floating Hospital, Inc.
- EIN
- 13-1624169
- Plan number
- 001
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $9,977,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241014123934NAL0027292849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,977,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,977,199
- Net assets (BOY)
- $8,056,172
Income & contributions
- Employer contributions
- $396,345
- Participant contributions
- $756,236
- Total contributions
- $1,152,581
- Total income / additions
- $2,510,076
Expenses & distributions
- Benefits paid
- $470,642
- Administrative expenses
- $41,323
- Total expenses
- $589,049
- Net increase / (decrease)
- $1,921,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $85,015 | $0 | 2023 |
| A P S-Pentegra | CONTRACT ADMIN | $24,198 | not reported in the loaded dataset | 2023 |
| Mml Insurance Agency, LLC | INVESTMENT ADVISOR | $0 | $10,968 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | $10,968 | 2023 |
| Iron-Co-Fid--Index-Comprehensive | ADVISORY | $4,486 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | ADVISORY | $897 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Floating Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Nationwide — Schedule C compensation
- A P S-Pentegra — Schedule C compensation
- Mml Insurance Agency, LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Iron-Co-Fid--Index-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation