Community Health Centers Of Burlington Retirement Plan — Form 5500 plan (Community Health Centers Of Burlington, 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, Community Health Centers Of Burlington Retirement Plan is a benefit plan reported by Community Health Centers Of Burlington, Inc. under EIN 23-7182584 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $17,422,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Health Centers Of Burlington, Inc.
- EIN
- 23-7182584
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $17,422,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250128103706NAL0025549554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,422,572
- Net assets (EOY)
- $17,422,572
- Net assets (BOY)
- $14,882,640
Income & contributions
- Employer contributions
- $524,080
- Participant contributions
- $1,248,061
- Total contributions
- $1,853,645
- Total income / additions
- $3,834,384
Expenses & distributions
- Benefits paid
- $1,185,591
- Administrative expenses
- $89,320
- Total expenses
- $1,294,452
- Net increase / (decrease)
- $2,539,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | NONE | $57,890 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $33,625 | not reported in the loaded dataset | 2023 |
| Setaway, LLC | THIRD PARTY ADMIN | $3,105 | not reported in the loaded dataset | 2023 |
| Pension Works, Inc. | NONE | $330 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $0 | $49 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Health Centers Of Burlington, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Burlington, VT
- Morgan Stanley Global — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Setaway, LLC — Schedule C compensation
- Pension Works, Inc. — Schedule C compensation
- Ascensus LLC — Schedule C compensation