2023 Form 5500 filing — F.L. Chamberlain School 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 20250606094927NAL0012254817001) for F.L. Chamberlain School Retirement Plan, reported by Frederic L. Chamberlain Center, Inc. under EIN 04-2593666 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,734,573
Participants185
Provider compensation$47.7K2 Schedule C row(s)$47,712
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250606094927NAL0012254817001
Plan sponsor
Frederic L. Chamberlain Center, Inc.
EIN
04-2593666
Plan number
001
Location
Middleborough, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$368.2K
Total expenses$74.7K
Benefits paid / distributions$55.3K
Contributions
Employer$29K
Participant$94.4K
Full reported line items
Total assets (EOY)
$1,734,573
Total liabilities (EOY)
$0
Net assets (EOY)
$1,734,573
Employer contributions
$29,002
Participant contributions
$94,414
Total income / additions
$368,165
Benefits paid
$55,290
Administrative expenses
$19,401
Total expenses
$74,691
Net increase / (decrease)
$293,474

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Equitable Life Insurance CompanyRECORD KEEPER$14,047$14,615
Equitable Life Insurance CompanyCONTRACT ADMINISTRATOR$7,917$11,133

Related Form 5500 pages