Sangre De Cristo Hospice & Palliative Care 403(B) Retirement Plan — Form 5500 plan (Sangre De Cristo Hospice & Palliative Care)
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, Sangre De Cristo Hospice & Palliative Care 403(B) Retirement Plan is a benefit plan reported by Sangre De Cristo Hospice & Palliative Care under EIN 74-2336442 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $3,792,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sangre De Cristo Hospice & Palliative Care
- EIN
- 74-2336442
- Plan number
- 001
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $3,792,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240918173744NAL0004711121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,792,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,792,603
- Net assets (BOY)
- $3,487,028
Income & contributions
- Employer contributions
- $195,018
- Participant contributions
- $419,808
- Total contributions
- $964,888
- Total income / additions
- $1,505,614
Expenses & distributions
- Benefits paid
- $1,156,963
- Administrative expenses
- $43,076
- Total expenses
- $1,200,039
- Net increase / (decrease)
- $305,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,075 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $11,165 | 2023 |