2023 Form 5500 filing — Cambridge Health Alliance Physicians Organization 403b Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724140102NAL0007501987005) for Cambridge Health Alliance Physicians Organization 403b Plan, reported by Cambridge Health Alliance Physicians Organization, Inc. under EIN 04-3167608 and plan number 001. It reports 1,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724140102NAL0007501987005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cambridge Health Alliance Physicians Organization, Inc.
- EIN
- 04-3167608
- Plan number
- 001
- Location
- Malden, MA
- Participants
- 1,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,904,768
- Net assets (EOY)
- $231,904,768
- Employer contributions
- $3,943,370
- Participant contributions
- $8,474,120
- Total income / additions
- $48,964,645
- Benefits paid
- $10,840,785
- Administrative expenses
- $58,270
- Total expenses
- $10,907,754
- Net increase / (decrease)
- $38,056,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | BROKER | $35,942 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $14,100 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $2,674 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $940 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |