2023 Form 5500 filing — Charles River Community Health, 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 20250325093237NAL0014177681001) for Charles River Community Health, Inc. 403(B) Plan, reported by Charles River Community Health, Inc. under EIN 23-7221597 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325093237NAL0014177681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles River Community Health, Inc.
- EIN
- 23-7221597
- Plan number
- 001
- Location
- Brighton, MA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,642,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,642,322
- Participant contributions
- $634,571
- Total income / additions
- $1,758,371
- Benefits paid
- $895,008
- Administrative expenses
- $71,557
- Total expenses
- $966,565
- Net increase / (decrease)
- $791,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,923 | $0 |
| Davinci Capital Management | INVESTMENT ADVISOR | $20,146 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $1,800 | $8,058 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,678 | not reported in the loaded dataset |