Cambridge Health Alliance Physicians Organization 403b Plan — Form 5500 plan (Cambridge Health Alliance Physicians Organization, 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, Cambridge Health Alliance Physicians Organization 403b Plan is a benefit plan reported by Cambridge Health Alliance Physicians Organization, Inc. under EIN 04-3167608 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,106 participants and $231,904,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cambridge Health Alliance Physicians Organization, Inc.
- EIN
- 04-3167608
- Plan number
- 001
- Plan type
- 2
- Location
- Malden, MA
- Latest filing year
- 2023
- Participants
- 1,106
- End-of-year plan assets
- $231,904,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,106 | H, C | 20240724140102NAL0007501987005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,904,768
- Net assets (EOY)
- $231,904,768
- Net assets (BOY)
- $193,847,877
Income & contributions
- Employer contributions
- $3,943,370
- Participant contributions
- $8,474,120
- Total contributions
- $12,595,218
- Total income / additions
- $48,964,645
Expenses & distributions
- Benefits paid
- $10,840,785
- Administrative expenses
- $58,270
- Total expenses
- $10,907,754
- Net increase / (decrease)
- $38,056,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | BROKER | $35,942 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $14,100 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $2,674 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $940 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cambridge Health Alliance Physicians Organization, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Malden, MA
- Sageview Advisory Group — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation