2023 Form 5500 filing — Uphams Corner Health Committee, Inc. 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 20241015164058NAL0057281138001) for Uphams Corner Health Committee, Inc. 403(B) Retirement Plan, reported by Uphams Corner Health Committee, Inc. under EIN 23-7211732 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164058NAL0057281138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uphams Corner Health Committee, Inc.
- EIN
- 23-7211732
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,291,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,291,142
- Employer contributions
- $884,799
- Participant contributions
- $920,286
- Total income / additions
- $6,298,168
- Benefits paid
- $1,683,855
- Administrative expenses
- $64,500
- Total expenses
- $1,761,725
- Net increase / (decrease)
- $4,536,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Twelve Points Wealth Mgmt LLC | INVESTMENT ADVISOR | $28,245 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,941 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,713 | $0 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $10,107 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $7,595 | not reported in the loaded dataset |