Treasure Coast Hospice Retirement Plan — Form 5500 plan (Health & Palliative Services Of The Treasure Coast, 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, Treasure Coast Hospice Retirement Plan is a benefit plan reported by Health & Palliative Services Of The Treasure Coast, Inc. under EIN 20-1683870 and plan number 001. The latest loaded filing year is 2023. The filing reports 841 participants and $19,141,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health & Palliative Services Of The Treasure Coast, Inc.
EIN
20-1683870
Plan number
001
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
841
End-of-year plan assets
$19,141,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023841H, C20250714133544NAL0000916019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,141,537
Total liabilities (EOY)
$0
Net assets (EOY)
$19,141,537
Net assets (BOY)
$16,839,030

Income & contributions

Employer contributions
$543,824
Participant contributions
$1,484,521
Total contributions
$2,080,091
Total income / additions
$5,567,791

Expenses & distributions

Benefits paid
$3,201,147
Administrative expenses
$63,249
Total expenses
$3,265,284
Net increase / (decrease)
$2,302,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$52,864$02023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$18,000not reported in the loaded dataset2023

Related Form 5500 pages