Plan5500

Boston Childrens Heart Foundation, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Boston Childrens Heart Foundation, Inc. (EIN 04-2790699) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2790699
Location
Boston, MA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$123.6MSummed across loaded plans$123,572,247
Total reported assets$123.6M$123,572,247
Total reported participants263
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$123.6M total assets
Net assets$123.6MLiabilities$0
Contributions & income
Employer contributions$5.9M
Participant contributionsNot reported
Total income / additions$26.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$22.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%Boston Children'S Heart Foundation Retirement Plan
Participants per plan132Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Boston Children'S Heart Foundation Retirement Plan$66.8M
    Plan #003 · 131 participants · 2023
  2. 2
    Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan$56.8M
    Plan #002 · 132 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Boston Childrens Heart Foundation, Inc.
YearPlanParticipantsSchedulesFiling
2023Boston Children'S Heart Foundation Retirement Plan131H, C20250408091502NAL0011033235001
2023Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan132H, C20250709101423NAL0002753731001

Related Form 5500 pages