Waterbury Hospital Cash Balance Retirement Plan — Form 5500 plan (Prospect Waterbury, 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, Waterbury Hospital Cash Balance Retirement Plan is a benefit plan reported by Prospect Waterbury, Inc. under EIN 81-2181470 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,148 participants and $21,932,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prospect Waterbury, Inc.
EIN
81-2181470
Plan number
005
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
1,148
End-of-year plan assets
$21,932,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,148H, C20241011145241NAL0011051075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,932,498
Total liabilities (EOY)
$0
Net assets (EOY)
$21,932,498
Net assets (BOY)
$22,536,015

Income & contributions

Employer contributions
$727,770
Total contributions
$727,770
Total income / additions
$2,057,234

Expenses & distributions

Benefits paid
$1,782,409
Administrative expenses
$878,342
Total expenses
$2,660,751
Net increase / (decrease)
-$603,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$209,190$02023

Related Form 5500 pages