2023 Form 5500 filing — Champlain Housing Trust, 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 20250715093516NAL0001903025001) for Champlain Housing Trust, Inc. 403(B) Plan, reported by Champlain Housing Trust, Inc. under EIN 22-2536446 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715093516NAL0001903025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Champlain Housing Trust, Inc.
- EIN
- 22-2536446
- Plan number
- 001
- Location
- Burlington, VT
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,169,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,169,079
- Employer contributions
- $322,635
- Participant contributions
- $574,487
- Total income / additions
- $2,558,401
- Benefits paid
- $349,683
- Administrative expenses
- $23,255
- Total expenses
- $372,938
- Net increase / (decrease)
- $2,185,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $9,739 | not reported in the loaded dataset |
| Empower Annuity Company Of America | RECORD KEEPER | $9,463 | $0 |
| Pentegra Services, Inc. | CONTRACT ADMIN | $6,788 | not reported in the loaded dataset |