Plan Ledger DOL Form 5500 · updated monthly

The Connecticut Hospice Inc403(b)

THE CONNECTICUT HOSPICE INC. TAX SHELTERED ANNUITY PLAN · BRANFORD, CT · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

The Connecticut Hospice Inc reported $2,350 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (844th of 1,106), and 6,902nd of 11,911 in health care & social assistance. In 2022, employees put in $204.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,935,673
Participants with balances134
Active participants182
Employer contributions$1,794
Employee contributions$366,516
Employer contribution per active participant$10
Average account balance$51,759
Benefits paid to participants$548,796
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 124 accts · $48K emplr
2023$6.6M · 124 accts · $33K emplr
2022$6.9M · 134 accts · $2K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,350
Total administrative$2,350
Employer contributions to the The Connecticut Hospice Inc plan · 2022
Employer contribution per active participant$10
Median for plans this size$1,114
2024$288 per active participant
2023$177 per active participant
2022$10 per active participant

The Connecticut Hospice Inc's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$41,237 · 0.64%
2023$35,133 · 0.52%
2022$2,350 · 0.03%
All plans at this employer2
THE CONNECTICUT HOSPICE, INC. PENSION PLANMoney purchase plan
THE CONNECTICUT HOSPICE INC. TAX SHELTERED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Kids in Crisis CT$7.2M · 0.36%
Clasp Homes Inc CT$6.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060878822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.