Codman Square Health Center 403(B) Pension Plan — Form 5500 plan (Codman Square 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, Codman Square Health Center 403(B) Pension Plan is a benefit plan reported by Codman Square Health Center, Inc. under EIN 04-2678774 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $14,314,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Codman Square Health Center, Inc.
EIN
04-2678774
Plan number
001
Plan type
2
Location
Dorchester, MA
Latest filing year
2023
Participants
434
End-of-year plan assets
$14,314,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20240621112405NAL0003614880001
2023433H, C20250711102655NAL0009440000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,419,701
Total liabilities (EOY)
$0
Net assets (EOY)
$18,419,701
Net assets (BOY)
$13,888,910

Income & contributions

Employer contributions
$344,271
Participant contributions
$1,500,622
Total contributions
$1,938,200
Total income / additions
$5,083,320

Expenses & distributions

Benefits paid
$503,836
Administrative expenses
$48,693
Total expenses
$552,529
Net increase / (decrease)
$4,530,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$48,693not reported in the loaded dataset2023
Stancorp Financial GroupNONE$39,423not reported in the loaded dataset2023

Related Form 5500 pages