Uphams Corner Health Committee, Inc. 403(B) Retirement Plan — Form 5500 plan (Uphams Corner Health Committee, 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, Uphams Corner Health Committee, Inc. 403(B) Retirement Plan is a benefit plan reported by Uphams Corner Health Committee, Inc. under EIN 23-7211732 and plan number 001. The latest loaded filing year is 2023. The filing reports 847 participants and $24,291,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uphams Corner Health Committee, Inc.
- EIN
- 23-7211732
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 847
- End-of-year plan assets
- $24,291,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 847 | H, C | 20241015164058NAL0057281138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,291,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,291,142
- Net assets (BOY)
- $19,754,699
Income & contributions
- Employer contributions
- $884,799
- Participant contributions
- $920,286
- Total contributions
- $2,159,026
- Total income / additions
- $6,298,168
Expenses & distributions
- Benefits paid
- $1,683,855
- Administrative expenses
- $64,500
- Total expenses
- $1,761,725
- Net increase / (decrease)
- $4,536,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Twelve Points Wealth Mgmt LLC | INVESTMENT ADVISOR | $28,245 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,941 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,713 | $0 | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $10,107 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Op Co | RECORDKEEPER | $7,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uphams Corner Health Committee, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Twelve Points Wealth Mgmt LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation
- Fidelity Investments Inst Op Co — Schedule C compensation