Hospice Of North Idaho 403(B) Retirement Plan — Form 5500 plan (Hospice Of North Idaho, 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, Hospice Of North Idaho 403(B) Retirement Plan is a benefit plan reported by Hospice Of North Idaho, Inc. under EIN 82-0368366 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $3,397,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hospice Of North Idaho, Inc.
EIN
82-0368366
Plan number
001
Plan type
2
Location
Coeur D Alene, ID
Latest filing year
2023
Participants
146
End-of-year plan assets
$3,397,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241011171713NAL0039617616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,397,822
Total liabilities (EOY)
$0
Net assets (EOY)
$3,397,822
Net assets (BOY)
$3,372,880

Income & contributions

Employer contributions
$199,577
Participant contributions
$411,735
Total contributions
$622,546
Total income / additions
$1,083,186

Expenses & distributions

Benefits paid
$1,045,400
Administrative expenses
$12,577
Total expenses
$1,058,244
Net increase / (decrease)
$24,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyOTHER SERVICES$0$17,4192023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$12,577$02023

Related Form 5500 pages