2023 Form 5500 filing — The Cambridge Health Alliance Partnership 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 20240724140530NAL0013101857002) for The Cambridge Health Alliance Partnership Plan, reported by Cha General Services, Inc. under EIN 04-3561265 and plan number 002. It reports 4,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724140530NAL0013101857002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cha General Services, Inc.
- EIN
- 04-3561265
- Plan number
- 002
- Location
- Somerville, MA
- Participants
- 4,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,934,800
- Net assets (EOY)
- $315,934,800
- Employer contributions
- $7,421,100
- Participant contributions
- $17,592,338
- Total income / additions
- $69,569,234
- Benefits paid
- $33,374,248
- Administrative expenses
- $151,964
- Total expenses
- $34,023,742
- Net increase / (decrease)
- $35,545,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $79,007 | $0 |
| Sageview Advisory Group | BROKER | $50,301 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $14,500 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $5,331 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $780 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |