2023 Form 5500 filing — Healthreach Community Health Centers 403(B) Retirement 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 20241010110046NAL0011396963001) for Healthreach Community Health Centers 403(B) Retirement Plan, reported by Healthreach Community Health Centers under EIN 01-6023664 and plan number 002. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110046NAL0011396963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthreach Community Health Centers
- EIN
- 01-6023664
- Plan number
- 002
- Location
- Waterville, ME
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,818,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,818,702
- Employer contributions
- $266,845
- Participant contributions
- $960,814
- Total income / additions
- $3,939,433
- Benefits paid
- $1,344,677
- Administrative expenses
- $85,643
- Total expenses
- $1,455,761
- Net increase / (decrease)
- $2,483,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $40,284 | $0 |
| Fiducient Advisors LLC | CONSULTANT | $27,159 | not reported in the loaded dataset |
| Berry Dunn | AUDITOR | $18,200 | not reported in the loaded dataset |