2023 Form 5500 filing — Community Health Centers Of Burlington 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 20250128103706NAL0025549554001) for Community Health Centers Of Burlington Retirement Plan, reported by Community Health Centers Of Burlington, Inc. under EIN 23-7182584 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128103706NAL0025549554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Health Centers Of Burlington, Inc.
- EIN
- 23-7182584
- Plan number
- 001
- Location
- Burlington, VT
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,422,572
- Net assets (EOY)
- $17,422,572
- Employer contributions
- $524,080
- Participant contributions
- $1,248,061
- Total income / additions
- $3,834,384
- Benefits paid
- $1,185,591
- Administrative expenses
- $89,320
- Total expenses
- $1,294,452
- Net increase / (decrease)
- $2,539,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | NONE | $57,890 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $33,625 | not reported in the loaded dataset |
| Setaway, LLC | THIRD PARTY ADMIN | $3,105 | not reported in the loaded dataset |
| Pension Works, Inc. | NONE | $330 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $0 | $49 |