Physicians Organization At Childrens Hospital Retirement Plan Group Trust — Form 5500 plan (Physicians Organization At Ch, 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, Physicians Organization At Childrens Hospital Retirement Plan Group Trust is a benefit plan reported by Physicians Organization At Ch, Inc. under EIN 04-3266103 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $354,402,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Organization At Ch, Inc.
- EIN
- 04-3266103
- Plan number
- 001
- Plan type
- 4
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $354,402,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241001084254NAL0013485074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $354,402,301
- Total liabilities (EOY)
- $135,528
- Net assets (EOY)
- $354,266,773
- Net assets (BOY)
- $339,325,907
Income & contributions
- Total contributions
- $0
- Total income / additions
- $45,304,987
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,701,497
- Total expenses
- $3,701,497
- Net increase / (decrease)
- $41,603,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management | NONE | $213,488 | not reported in the loaded dataset | 2023 |
| Gardner Russo Gardner | NONE | $202,144 | not reported in the loaded dataset | 2023 |
| Robeco Investment Management | NONE | $58,105 | not reported in the loaded dataset | 2023 |
| Insignia Venture Partners | NONE | $50,851 | not reported in the loaded dataset | 2023 |
| Energy Capital Partners LLC | NONE | $42,532 | not reported in the loaded dataset | 2023 |
| Sunridge Agribusiness Opportunities | NONE | $38,078 | not reported in the loaded dataset | 2023 |
| Flare Capital Partners | NONE | $34,103 | not reported in the loaded dataset | 2023 |
| Ohana Real Estate Investors | NONE | $31,314 | not reported in the loaded dataset | 2023 |
| Union Park Capital | NONE | $30,197 | not reported in the loaded dataset | 2023 |
| Rs Feeder Funds | NONE | $27,562 | not reported in the loaded dataset | 2023 |
| Rhcp Iii | NONE | $26,281 | not reported in the loaded dataset | 2023 |
| Jmc Capital Partners | NONE | $25,126 | not reported in the loaded dataset | 2023 |
| Shine Capital | NONE | $23,377 | not reported in the loaded dataset | 2023 |
| Underscore Vc | NONE | $22,319 | not reported in the loaded dataset | 2023 |
| Brightstar Capital Partners Fund Ii | NONE | $19,044 | not reported in the loaded dataset | 2023 |
| Primary Venture Management | NONE | $15,867 | not reported in the loaded dataset | 2023 |
| Hillhouse Capital Management | NONE | $9,427 | not reported in the loaded dataset | 2023 |
| Will Ventures Fund | NONE | $5,492 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians Organization At Ch, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Wellington Management — Schedule C compensation
- Gardner Russo Gardner — Schedule C compensation
- Robeco Investment Management — Schedule C compensation
- Insignia Venture Partners — Schedule C compensation
- Energy Capital Partners LLC — Schedule C compensation
- Sunridge Agribusiness Opportunities — Schedule C compensation
- Flare Capital Partners — Schedule C compensation
- Ohana Real Estate Investors — Schedule C compensation
- Union Park Capital — Schedule C compensation
- Rs Feeder Funds — Schedule C compensation
- Rhcp Iii — Schedule C compensation
- Jmc Capital Partners — Schedule C compensation
- Shine Capital — Schedule C compensation
- Underscore Vc — Schedule C compensation
- Brightstar Capital Partners Fund Ii — Schedule C compensation
- Primary Venture Management — Schedule C compensation
- Hillhouse Capital Management — Schedule C compensation
- Will Ventures Fund — Schedule C compensation