2023 Form 5500 filing — Copley Health Systems, 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 20241107150115NAL0006067779001) for Copley Health Systems, Inc. 403(B) Retirement Plan, reported by Copley Health Systems, Inc. under EIN 03-0301457 and plan number 002. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107150115NAL0006067779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copley Health Systems, Inc.
- EIN
- 03-0301457
- Plan number
- 002
- Location
- Morrisville, VT
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,278,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,278,590
- Employer contributions
- $1,030,774
- Participant contributions
- $2,887,854
- Total income / additions
- $10,447,812
- Benefits paid
- $5,321,605
- Administrative expenses
- $57,856
- Total expenses
- $5,382,130
- Net increase / (decrease)
- $5,065,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | RECORDKEEPER | $113,286 | $0 |
| T Rowe Price Rps Inc | RECORDKEEPER | $1,474 | $0 |
| Charles Schwab & Co., Inc. | NONE | $50 | $0 |