Chestnut Hill Benevolent Association Employee Savings Plan — Form 5500 plan (Chestnut Hill Benevolent Association)

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, Chestnut Hill Benevolent Association Employee Savings Plan is a benefit plan reported by Chestnut Hill Benevolent Association under EIN 04-2713813 and plan number 003. The latest loaded filing year is 2023. The filing reports 72 participants and $3,684,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chestnut Hill Benevolent Association
EIN
04-2713813
Plan number
003
Plan type
2
Location
Chestnut Hill, MA
Latest filing year
2023
Participants
72
End-of-year plan assets
$3,684,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I20240429101659NAL0037416514001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,684,821
Total liabilities (EOY)
$0
Net assets (EOY)
$3,684,821
Net assets (BOY)
$3,033,219

Income & contributions

Employer contributions
$123,246
Participant contributions
$334,719
Total income / additions
$963,932

Expenses & distributions

Benefits paid
$308,753
Administrative expenses
$3,577
Total expenses
$312,330
Net increase / (decrease)
$651,602

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages