2023 Form 5500 filing — Chai, Inc. 401(K) 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 20240910101945NAL0006723233001) for Chai, Inc. 401(K) Plan, reported by Clinton Health Access Initiative, Inc. under EIN 27-1414646 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.4MReported net assets$49,355,925
Participants453
Provider compensation$106.6K2 Schedule C row(s)$106,629
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910101945NAL0006723233001
Plan sponsor
Clinton Health Access Initiative, Inc.
EIN
27-1414646
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.4M total assets
Net assets$49.4MLiabilities$0
Money in vs. money out
Total income / additions$12.3M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$1.3M
Participant$2.5M
Full reported line items
Total assets (EOY)
$49,355,925
Total liabilities (EOY)
$0
Net assets (EOY)
$49,355,925
Employer contributions
$1,344,545
Participant contributions
$2,461,818
Total income / additions
$12,301,779
Benefits paid
$3,562,391
Administrative expenses
$106,579
Total expenses
$3,668,970
Net increase / (decrease)
$8,632,809
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $69.5K
  2. 2
    RECORDKEEPER · Direct $37.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910101945NAL0006723233001 cover?
It is the 2023 Form 5500 filing for Chai, Inc. 401(K) Plan, reported by Clinton Health Access Initiative, Inc. (EIN 27-1414646).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages