Commonwealth Care Alliance 403(B) Plan — Form 5500 plan (Commonwealth Care Alliance)
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, Commonwealth Care Alliance 403(B) Plan is a benefit plan reported by Commonwealth Care Alliance under EIN 04-3756900 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,583 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commonwealth Care Alliance
- EIN
- 04-3756900
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,583
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,583 | H, C | 20240925132455NAL0014768481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $99,306,230
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $39,409
- Total income / additions
- $4,814,587
Expenses & distributions
- Benefits paid
- $103,993,973
- Administrative expenses
- $126,844
- Total expenses
- $104,120,817
- Net increase / (decrease)
- -$99,306,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $87,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $27,904 | $0 | 2023 |
| Samet & Company, Pc | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |