Family Health Center Of Worcester, Inc. Retirement Plan — Form 5500 plan (Family Health Center Of Worcester, 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, Family Health Center Of Worcester, Inc. Retirement Plan is a benefit plan reported by Family Health Center Of Worcester, Inc. under EIN 04-2485308 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $5,548,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Health Center Of Worcester, Inc.
- EIN
- 04-2485308
- Plan number
- 001
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $5,548,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20241014082901NAL0051562274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,548,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,548,019
- Net assets (BOY)
- $14,232,105
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $376,932
- Total contributions
- $376,932
- Total income / additions
- $1,886,720
Expenses & distributions
- Benefits paid
- $10,502,290
- Administrative expenses
- $68,516
- Total expenses
- $10,570,806
- Net increase / (decrease)
- -$8,684,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | INV ADV;SERVICE PROVIDER | $8,516 | $37,052 | 2023 |
| Economic Group Pension Services | TPA | $0 | $17,729 | 2023 |
| The Angell Pension Group | TPA | $4,428 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annu | SERVICE PROVIDER | $47 | $0 | 2023 |
| Morningstar Investment Mangement | INVESTMENT ADVISORY | $47 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Health Center Of Worcester, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Nfp Retirement, Inc. — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- The Angell Pension Group — Schedule C compensation
- Voya Retirement Insurance And Annu — Schedule C compensation
- Morningstar Investment Mangement — Schedule C compensation