Charles River Community Health, Inc. 403(B) Plan — Form 5500 plan (Charles River Community Health, 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, Charles River Community Health, Inc. 403(B) Plan is a benefit plan reported by Charles River Community Health, Inc. under EIN 23-7221597 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $8,642,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles River Community Health, Inc.
- EIN
- 23-7221597
- Plan number
- 001
- Plan type
- 2
- Location
- Brighton, MA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $8,642,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250325093237NAL0014177681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,642,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,642,322
- Net assets (BOY)
- $7,850,516
Income & contributions
- Participant contributions
- $634,571
- Total contributions
- $673,675
- Total income / additions
- $1,758,371
Expenses & distributions
- Benefits paid
- $895,008
- Administrative expenses
- $71,557
- Total expenses
- $966,565
- Net increase / (decrease)
- $791,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,923 | $0 | 2023 |
| Davinci Capital Management | INVESTMENT ADVISOR | $20,146 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $1,800 | $8,058 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles River Community Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brighton, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Davinci Capital Management — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation