2023 Form 5500 filing — Chase Brexton Health Services, Inc. 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 20241007103236NAL0007490787001) for Chase Brexton Health Services, Inc. 403(B) Plan, reported by Chase Brexton Health Services, Inc. under EIN 52-1638592 and plan number 001. It reports 620 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)$22.9MReported net assets$22,925,283
Participants620
Provider compensation$148.5K3 Schedule C row(s)$148,523
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007103236NAL0007490787001
Plan sponsor
Chase Brexton Health Services, Inc.
EIN
52-1638592
Plan number
001
Location
Baltimore, MD
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)$22.9M total assets
Net assets$22.9MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$1.2M
Benefits paid / distributions$1M
Contributions
Employer$783.2K
Participant$2M
Full reported line items
Total assets (EOY)
$22,925,283
Total liabilities (EOY)
$0
Net assets (EOY)
$22,925,283
Employer contributions
$783,237
Participant contributions
$2,040,236
Total income / additions
$6,941,630
Benefits paid
$1,035,836
Administrative expenses
$106,958
Total expenses
$1,152,063
Net increase / (decrease)
$5,789,567
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $106.7K · Indirect $0
  2. 2
    CONTRACT ADMINISTRATOR · Direct $225 · Indirect $21.6K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $20K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007103236NAL0007490787001 cover?
It is the 2023 Form 5500 filing for Chase Brexton Health Services, Inc. 403(B) Plan, reported by Chase Brexton Health Services, Inc. (EIN 52-1638592).
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