Stamford Health System Defined Contribution Retirement 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 Defined Contribution Retirement Plan is a benefit plan reported by Stamford Health, Inc. under EIN 22-2476636 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,678 participants and $428,804,830 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
006
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
4,678
End-of-year plan assets
$428,804,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,678H, C20241011105417NAL0021710689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$428,804,830
Net assets (EOY)
$428,804,830
Net assets (BOY)
$342,777,377

Income & contributions

Employer contributions
$15,959,759
Participant contributions
$23,687,274
Total contributions
$46,943,873
Total income / additions
$107,253,563

Expenses & distributions

Benefits paid
$20,727,846
Administrative expenses
$403,556
Total expenses
$21,226,110
Net increase / (decrease)
$86,027,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$402,792$02023
Charles Schwab & Co., Inc.SECURITIES BROKER$764$02023

Related Form 5500 pages