Family Health Center Of Worcester, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Family Health Center Of Worcester, Inc. under EIN 04-2485308 and plan number 002. The latest loaded filing year is 2023. The filing reports 381 participants and $9,711,670 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
- 002
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $9,711,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241014083504NAL0026828241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,711,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,711,670
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $448,669
- Participant contributions
- $826,061
- Total contributions
- $9,296,967
- Total income / additions
- $9,871,398
Expenses & distributions
- Benefits paid
- $117,904
- Administrative expenses
- $19,573
- Total expenses
- $159,728
- Net increase / (decrease)
- $9,711,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Economic Group Pension Services | THIRD PARTY ADMINISTRATO | $0 | $16,080 | 2023 |
| Nfp Retirement, Inc. | SERVICE PROVIDER | $0 | $10,649 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $414 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 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
- Economic Group Pension Services — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation