Plan5500

Our Hospice Retirement Plan — Form 5500 plan (Our Hospice Of South Central Ind)

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, Our Hospice Retirement Plan is a benefit plan reported by Our Hospice Of South Central Ind under EIN 35-1479425 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $7,287,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Our Hospice Of South Central Ind
EIN
35-1479425
Plan number
001
Plan type
2
Location
Columbus, IN
Latest filing year
2023
Participants
190
End-of-year plan assets
$7,287,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241015090927NAL0029092993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,287,025
Total liabilities (EOY)
$0
Net assets (EOY)
$7,287,025
Net assets (BOY)
$6,445,554

Income & contributions

Employer contributions
$323,614
Participant contributions
$665,305
Total contributions
$1,020,152
Total income / additions
$1,985,737

Expenses & distributions

Benefits paid
$1,087,251
Administrative expenses
$57,015
Total expenses
$1,144,266
Net increase / (decrease)
$841,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$26,410$02023
First Financial BankINVESTMENT/FINANCIAL ADVI$23,907$02023
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$13,394$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages