Plan5500

Carroll Hospital Center, Inc. Retirement Income Plan — Form 5500 plan (Carroll Hospital Center, 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, Carroll Hospital Center, Inc. Retirement Income Plan is a benefit plan reported by Carroll Hospital Center, Inc. under EIN 52-1452024 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,233 participants and $88,702,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carroll Hospital Center, Inc.
EIN
52-1452024
Plan number
001
Plan type
2
Location
Westminster, MD
Latest filing year
2023
Participants
1,233
End-of-year plan assets
$88,702,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,233H, C20250114130918NAL0011633811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,702,327
Total liabilities (EOY)
$0
Net assets (EOY)
$88,702,327
Net assets (BOY)
$83,191,844

Income & contributions

Total contributions
$0
Total income / additions
$9,708,585

Expenses & distributions

Benefits paid
$3,558,057
Administrative expenses
$640,045
Total expenses
$4,198,102
Net increase / (decrease)
$5,510,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$174,515not reported in the loaded dataset2023
Marshall Wace Eureka FundNONE$150,005not reported in the loaded dataset2023
Truist BankTRUSTEE$92,279not reported in the loaded dataset2023
Raymond James & AssociatesNONE$68,673not reported in the loaded dataset2023
Edgewood Management LLCNONE$18,820not reported in the loaded dataset2023
Brown Capital ManagementNONE$17,384not reported in the loaded dataset2023

Related Form 5500 pages