St Luke Home Care And Hospice Retirement Plan — Form 5500 plan (Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas)
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, St Luke Home Care And Hospice Retirement Plan is a benefit plan reported by Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas under EIN 66-0592943 and plan number 002. The latest loaded filing year is 2023. The filing reports 662 participants and $4,777,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas
- EIN
- 66-0592943
- Plan number
- 002
- Plan type
- 2
- Location
- Ponce, PR
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $4,777,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20240731144527NAL0022471345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,777,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,777,775
- Net assets (BOY)
- $4,758,988
Income & contributions
- Employer contributions
- $91,308
- Participant contributions
- $279,735
- Total contributions
- $371,043
- Total income / additions
- $1,044,049
Expenses & distributions
- Benefits paid
- $988,543
- Administrative expenses
- $36,719
- Total expenses
- $1,025,262
- Net increase / (decrease)
- $18,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,937 | $0 | 2023 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $15,402 | $4,675 | 2023 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $628 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Ponce, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Administrators Group, Inc. — Schedule C compensation
- Empower Advisor Group, LLC — Schedule C compensation