Employee Benefits Plan Of Whittier Street Health Center Committee, Inc. — Form 5500 plan (Whittier Street Health Center Committee, 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, Employee Benefits Plan Of Whittier Street Health Center Committee, Inc. is a benefit plan reported by Whittier Street Health Center Committee, Inc. under EIN 04-2619517 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $3,375,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whittier Street Health Center Committee, Inc.
EIN
04-2619517
Plan number
001
Plan type
2
Location
Roxbury, MA
Latest filing year
2023
Participants
312
End-of-year plan assets
$3,375,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20250404133242NAL0011865521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,375,075
Net assets (EOY)
$3,375,075
Net assets (BOY)
$2,933,757

Income & contributions

Employer contributions
$305,696
Total contributions
$322,762
Total income / additions
$635,497

Expenses & distributions

Benefits paid
$171,655
Administrative expenses
$22,524
Total expenses
$194,179
Net increase / (decrease)
$441,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,524$02023
Risk Paradigm Group, LLCINVESTMENT ADVISORY$0$13,8402023

Related Form 5500 pages