The Consortium 403(B) Plan — Form 5500 plan (West Philadelphia Community Mental Health Consortium, 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, The Consortium 403(B) Plan is a benefit plan reported by West Philadelphia Community Mental Health Consortium, Inc. under EIN 23-1744721 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $3,216,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Philadelphia Community Mental Health Consortium, Inc.
EIN
23-1744721
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
304
End-of-year plan assets
$3,216,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241015090100NAL0055284466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,216,169
Total liabilities (EOY)
$0
Net assets (EOY)
$3,216,169
Net assets (BOY)
$3,061,104

Income & contributions

Participant contributions
$158,863
Total contributions
$158,863
Total income / additions
$616,355

Expenses & distributions

Benefits paid
$422,577
Administrative expenses
$38,713
Total expenses
$461,290
Net increase / (decrease)
$155,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$28,658$02023
Delaware Valley Retirement, Inc.THIRD PARTY ADMINISTRATOR$7,894not reported in the loaded dataset2023

Related Form 5500 pages