Calais Community Hospital Tax Sheltered Annuity Plan — Form 5500 plan (Calais Community Hospital)
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, Calais Community Hospital Tax Sheltered Annuity Plan is a benefit plan reported by Calais Community Hospital under EIN 86-2728785 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $12,271,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calais Community Hospital
- EIN
- 86-2728785
- Plan number
- 002
- Plan type
- 2
- Location
- Calais, ME
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $12,271,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20240812092654NAL0005096531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,271,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,271,162
- Net assets (BOY)
- $11,564,424
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $278,462
- Total contributions
- $332,544
- Total income / additions
- $1,578,641
Expenses & distributions
- Benefits paid
- $807,675
- Administrative expenses
- $64,228
- Total expenses
- $871,903
- Net increase / (decrease)
- $706,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $43,807 | $0 | 2023 |
| Clearpoint Capital- Ameripris | CONSULTANT | $20,421 | $0 | 2023 |