Blue Ridge Hospice Retirement Savings Plan — Form 5500 plan (Blue Ridge Hospice, 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, Blue Ridge Hospice Retirement Savings Plan is a benefit plan reported by Blue Ridge Hospice, Inc. under EIN 54-1126227 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $7,356,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Hospice, Inc.
EIN
54-1126227
Plan number
001
Plan type
2
Location
Winchester, VA
Latest filing year
2023
Participants
346
End-of-year plan assets
$7,356,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20240930221156NAL0006115857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,356,458
Total liabilities (EOY)
$0
Net assets (EOY)
$7,356,458
Net assets (BOY)
$5,686,752

Income & contributions

Employer contributions
$383,776
Participant contributions
$737,547
Total contributions
$1,216,582
Total income / additions
$2,024,655

Expenses & distributions

Benefits paid
$284,334
Administrative expenses
$70,615
Total expenses
$354,949
Net increase / (decrease)
$1,669,706

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$50,328not reported in the loaded dataset2023
Winchester Wealth ManagementINVESTMENT ADVISORY$20,287not reported in the loaded dataset2023

Related Form 5500 pages