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Original filing (PDF)20231214143945NAL0034018992001
DAY KIMBALL HEALTHCARE
Form 5500
FILING_RECEIVED
DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAY KIMBALL HEALTHCARE.
Plan sponsor
Name
DAY KIMBALL HEALTHCARE
EIN
06-0646599
Address
320 POMFRET STREET · PUTNAM, CT · 062601869
Phone
(860) 928-6541
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-02-13
Filed
2023-12-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOOKER & HOLCOMBE, INC | 06-0854693 | BLOOMFIELD, CT | NONE | $15K | — |
| PRUDENTIAL RET. INS. AND ANNUITY | 06-1050034 | HARTFORD, CT | NONE | $7K | — |
| PRINCIPAL BANK | 94-1347393 | — | NONE | $4K | — |
| CAPE ANN GLOBAL DEVELOPING MARKETS | 47-4778650 | GROTON, MA | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.