Champlain Housing Trust, Inc. 403(B) Plan — Form 5500 plan (Champlain Housing Trust, 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, Champlain Housing Trust, Inc. 403(B) Plan is a benefit plan reported by Champlain Housing Trust, Inc. under EIN 22-2536446 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $8,169,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champlain Housing Trust, Inc.
- EIN
- 22-2536446
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $8,169,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250715093516NAL0001903025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,169,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,169,079
- Net assets (BOY)
- $5,983,616
Income & contributions
- Employer contributions
- $322,635
- Participant contributions
- $574,487
- Total contributions
- $964,717
- Total income / additions
- $2,558,401
Expenses & distributions
- Benefits paid
- $349,683
- Administrative expenses
- $23,255
- Total expenses
- $372,938
- Net increase / (decrease)
- $2,185,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $9,739 | not reported in the loaded dataset | 2023 |
| Empower Annuity Company Of America | RECORD KEEPER | $9,463 | $0 | 2023 |
| Pentegra Services, Inc. | CONTRACT ADMIN | $6,788 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Champlain Housing Trust, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Burlington, VT
- World Investment Advisors LLC — Schedule C compensation
- Empower Annuity Company Of America — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation