Copley Health Systems, Inc. 403(B) Retirement Plan — Form 5500 plan (Copley Health Systems, Inc.)
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, Copley Health Systems, Inc. 403(B) Retirement Plan is a benefit plan reported by Copley Health Systems, Inc. under EIN 03-0301457 and plan number 002. The latest loaded filing year is 2023. The filing reports 777 participants and $47,278,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copley Health Systems, Inc.
- EIN
- 03-0301457
- Plan number
- 002
- Plan type
- 2
- Location
- Morrisville, VT
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $47,278,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241107150115NAL0006067779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,278,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,278,590
- Net assets (BOY)
- $42,212,908
Income & contributions
- Employer contributions
- $1,030,774
- Participant contributions
- $2,887,854
- Total contributions
- $4,157,018
- Total income / additions
- $10,447,812
Expenses & distributions
- Benefits paid
- $5,321,605
- Administrative expenses
- $57,856
- Total expenses
- $5,382,130
- Net increase / (decrease)
- $5,065,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One America Retirement Services LLC | RECORDKEEPER | $113,286 | $0 | 2023 |
| T Rowe Price Rps Inc | RECORDKEEPER | $1,474 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copley Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Morrisville, VT
- One America Retirement Services LLC — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation