2023 Form 5500 filing — Commonwealth Care Alliance 403(B) 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 20240925132455NAL0014768481001) for Commonwealth Care Alliance 403(B) Plan, reported by Commonwealth Care Alliance under EIN 04-3756900 and plan number 001. It reports 2,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925132455NAL0014768481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commonwealth Care Alliance
- EIN
- 04-3756900
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 2,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,814,587
- Benefits paid
- $103,993,973
- Administrative expenses
- $126,844
- Total expenses
- $104,120,817
- Net increase / (decrease)
- -$99,306,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $87,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $27,904 | $0 |
| Samet & Company, Pc | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |