Stamford Health System Retirement Income Plan — Form 5500 plan (Stamford Health, 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, Stamford Health System Retirement Income Plan is a benefit plan reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,527 participants and $504,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stamford Health, Inc.
- EIN
- 22-2476636
- Plan number
- 004
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 1,527
- End-of-year plan assets
- $504,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,527 | H, C | 20240820134146NAL0005997298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $504,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $504,127
- Net assets (BOY)
- $263,814,395
Income & contributions
- Total contributions
- $0
- Total income / additions
- $14,264,260
Expenses & distributions
- Benefits paid
- $240,544,474
- Administrative expenses
- $37,030,054
- Total expenses
- $277,574,528
- Net increase / (decrease)
- -$263,310,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,100,000 | not reported in the loaded dataset | 2023 |
| Legal And Gnrl Invsmt Mgmt America | NONE | $135,945 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $50,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stamford Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal And Gnrl Invsmt Mgmt America — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Western Asset Management Company — Schedule C compensation