Windsor Healthcare 401(K) Plan — Form 5500 plan (Windsor Healthcare Management 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, Windsor Healthcare 401(K) Plan is a benefit plan reported by Windsor Healthcare Management LLC under EIN 26-2578442 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,149 participants and $4,880,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Windsor Healthcare Management LLC
EIN
26-2578442
Plan number
001
Plan type
3
Location
Norwood, NJ
Latest filing year
2023
Participants
1,149
End-of-year plan assets
$4,880,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,149H, C20241015184024NAL0050919680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,880,514
Total liabilities (EOY)
$0
Net assets (EOY)
$4,880,514
Net assets (BOY)
$4,550,259

Income & contributions

Participant contributions
$431,404
Total contributions
$441,061
Total income / additions
$1,162,548

Expenses & distributions

Benefits paid
$799,075
Administrative expenses
$28,705
Total expenses
$832,293
Net increase / (decrease)
$330,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner Retirement AdvisorsNONE$22,998$02023
Minnesota Life Insurance CompanyNONE$5,707$02023

Related Form 5500 pages