Kingston Healthcare Savings And Retirement Plan — Form 5500 plan (Kingston Healthcare Company, LLC)

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, Kingston Healthcare Savings And Retirement Plan is a benefit plan reported by Kingston Healthcare Company, LLC under EIN 20-3781424 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,805 participants and $27,231,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kingston Healthcare Company, LLC
EIN
20-3781424
Plan number
001
Plan type
2
Location
Toledo, OH
Latest filing year
2023
Participants
1,805
End-of-year plan assets
$27,231,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,805H, C20240703120357NAL0007157329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,231,603
Net assets (EOY)
$27,231,603
Net assets (BOY)
$23,441,888

Income & contributions

Employer contributions
$380,815
Participant contributions
$1,675,596
Total contributions
$2,220,083
Total income / additions
$6,305,326

Expenses & distributions

Benefits paid
$2,504,735
Administrative expenses
$10,876
Total expenses
$2,515,611
Net increase / (decrease)
$3,789,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Innovations & ConsultingTPAnot reported in the loaded dataset$12,2562023

Related Form 5500 pages