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Form 5500 · Retirement plan · STAMFORD, CT

STAMFORD HEALTH, INC.

The filing calls this plan STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN.

STAMFORD HEALTH, INC. of STAMFORD, CT's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
FIDELITY & GUARANTY LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2476636 · plan 004 · plan year 2023, filed Aug 20, 2024

Participants at the start of the year
1,527
Contracts on file
2
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with FIDELITY & GUARANTY LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
FIDELITY & GUARANTY LIFE INSURANCE COMPANYAnnuity / GIC999December$178,960,503$0
FIDELITY & GUARANTY LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC70December$14,076,484$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
STAMFORD HEALTH, INC.
EIN 22-2476636
WILLIS TOWERS WATSON US LLC
Recordkeeping and information management · EIN 53-0181291
$1,100,000
paid directly by the plan
LEGAL AND GNRL INVSMT MGMT AMERICA
Named on Schedule C · EIN 20-8058531
$135,945
paid directly by the plan
FIDUCIENT ADVISORS LLC
Named on Schedule C · EIN 36-4001764
$110,000
paid directly by the plan
NORTHERN TRUST COMPANY
TRUSTEE · EIN 36-1561860
$50,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$504,127
Paid out in benefits
$240,544,474
Participants at the start of the year
1,527

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

plan 501Insured benefit plan · 15 Schedule A contractsRenews ~Jan 1plan 006Retirement plan · 2 Schedule A contracts

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