Edward M. Kennedy Community Health Center, Inc. 403(B) Plan — Form 5500 plan (Edward M. Kennedy Community Health Center, 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, Edward M. Kennedy Community Health Center, Inc. 403(B) Plan is a benefit plan reported by Edward M. Kennedy Community Health Center, Inc. under EIN 04-2513817 and plan number 002. The latest loaded filing year is 2023. The filing reports 540 participants and $19,984,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edward M. Kennedy Community Health Center, Inc.
EIN
04-2513817
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
540
End-of-year plan assets
$19,984,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023540H, C20250415153242NAL0003471233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,984,275
Net assets (EOY)
$19,984,275
Net assets (BOY)
$17,318,072

Income & contributions

Employer contributions
$280,523
Participant contributions
$1,530,230
Total contributions
$1,930,432
Total income / additions
$4,399,451

Expenses & distributions

Benefits paid
$1,654,034
Administrative expenses
$79,214
Total expenses
$1,733,248
Net increase / (decrease)
$2,666,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$78,601not reported in the loaded dataset2023
Mml Investors Services IncSERVICE PROVIDER$0$27,5002023

Related Form 5500 pages