Bristol Hospice 401(K) Plan — Form 5500 plan (Bristol Hospice)

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, Bristol Hospice 401(K) Plan is a benefit plan reported by Bristol Hospice under EIN 20-3688586 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,332 participants and $43,670,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bristol Hospice
EIN
20-3688586
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
3,332
End-of-year plan assets
$43,670,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,332H, C20241107104812NAL0021930178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,670,784
Total liabilities (EOY)
$0
Net assets (EOY)
$43,670,784
Net assets (BOY)
$34,744,147

Income & contributions

Employer contributions
$1,656,490
Participant contributions
$5,308,340
Total contributions
$7,595,140
Total income / additions
$13,887,526

Expenses & distributions

Benefits paid
$4,608,769
Administrative expenses
$187,438
Total expenses
$4,960,889
Net increase / (decrease)
$8,926,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment AdvisorsINVESTMENT ADVISOR$139,119not reported in the loaded dataset2023
Alliance Benefit Group Rocky Mt.TPA/ RECORDKEEPER$48,319not reported in the loaded dataset2023

Related Form 5500 pages