Healthreach Community Health Centers 403(B) Retirement Plan — Form 5500 plan (Healthreach Community Health Centers)
Plain-English plan 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, Healthreach Community Health Centers 403(B) Retirement Plan is a benefit plan reported by Healthreach Community Health Centers under EIN 01-6023664 and plan number 002. The latest loaded filing year is 2023. The filing reports 375 participants and $20,818,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthreach Community Health Centers
- EIN
- 01-6023664
- Plan number
- 002
- Plan type
- 2
- Location
- Waterville, ME
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $20,818,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241010110046NAL0011396963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,818,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,818,702
- Net assets (BOY)
- $18,335,030
Income & contributions
- Employer contributions
- $266,845
- Participant contributions
- $960,814
- Total contributions
- $1,351,130
- Total income / additions
- $3,939,433
Expenses & distributions
- Benefits paid
- $1,344,677
- Administrative expenses
- $85,643
- Total expenses
- $1,455,761
- Net increase / (decrease)
- $2,483,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $40,284 | $0 | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $27,159 | not reported in the loaded dataset | 2023 |
| Berry Dunn | AUDITOR | $18,200 | not reported in the loaded dataset | 2023 |