Agrace Hospicecare Employee Retirement Plan — Form 5500 plan (Agrace Hospicecare)
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, Agrace Hospicecare Employee Retirement Plan is a benefit plan reported by Agrace Hospicecare under EIN 39-1319537 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,083 participants and $41,597,994 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.6MPlan net assets, end of year$41,597,994
Participants1.1KCovered participants reported1,083
Assets / participant$38.4KComputed: assets ÷ participants$38,410 (computed)
Provider compensation$33.8K1 Schedule C provider row(s)$33,803
- Plan sponsor
- Agrace Hospicecare
- EIN
- 39-1319537
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,083 | H, C | 20240724114602NAL0012906929003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.6M total assets
Net assets$41.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $41,597,994
- Net assets (EOY)
- $41,597,994
- Net assets (BOY)
- $32,870,073
Income & contributions
- Employer contributions
- $1,210,788
- Participant contributions
- $2,738,310
- Total contributions
- $5,187,992
- Total income / additions
- $11,409,328
Expenses & distributions
- Benefits paid
- $2,650,295
- Administrative expenses
- $31,112
- Total expenses
- $2,681,407
- Net increase / (decrease)
- $8,727,921
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $33,803 | $0 | 2023 |