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Form 5500 · Retirement plan · MISHAWAKA, IN

THE CENTER FOR HOSPICE AND PALLIATIVE CARE, INC.

The filing calls this plan RETIREMENT PLAN FOR THE CENTER FOR HOSPICE AND PALLIATIVE CARE, INC.

THE CENTER FOR HOSPICE AND PALLIATIVE CARE, INC. of MISHAWAKA, IN files a Form 5500 for its retirement plan. Schedule A discloses 4 annuity or guaranteed-interest contracts held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other insurers. 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0952866 · plan 001 · plan year 2024, filed Oct 2, 2025

Participants at the start of the year
269
Contracts on file
4
Contract value
$226,665
Plan year end
December

Plan brief

Schedule A lists 4 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $226,665 at the end of the plan year, as reported on Schedule A.

$219 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS is the agent of record.

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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC4December$58,296$219
EQUITABLE FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC11December$19,833$0
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC14December$148,536$0
PRINCIPAL LIFE INSURANCE COMPANY—1December—$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

PRINCIPAL LIFE INSURANCE COMPANY
Investment advisory · EIN 42-0127290
$0
paid directly by the plan
ROYAL ALLIANCE ASSOCIATES, INC.
INVESTMENT ADVISORY · EIN 93-0987232
$0
paid directly by the plan
ASCENSUS
Contract administrator · EIN 82-3719843
$0
paid directly by the plan
WILSHIRE ASSOCIATES INCORPORATED
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan
AXA EQUITABLE LIFE INSURANCE CO
Investment advisory · EIN 13-5570651
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$6,843,520
Paid out in benefits
$3,778,975
Participants at the start of the year
269
Participants with account balances
168

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

Who runs the plan

Independent accountantEIN 35-1307701
KRUGGEL LAWTON AND COMPANY, LLC
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Indiana — largest plans, brokers, carriers and renewal months.