Plan5500

Humboldt Park Health Retirement Plan — Form 5500 plan (Humboldt Park Health)

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, Humboldt Park Health Retirement Plan is a benefit plan reported by Humboldt Park Health under EIN 36-1564290 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $24,630,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Humboldt Park Health
EIN
36-1564290
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
719
End-of-year plan assets
$24,630,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023719H, C20241015190545NAL0030712017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,630,035
Total liabilities (EOY)
$0
Net assets (EOY)
$24,630,035
Net assets (BOY)
$26,031,887

Income & contributions

Total contributions
$0
Total income / additions
$2,619,975

Expenses & distributions

Benefits paid
$3,579,304
Administrative expenses
$442,523
Total expenses
$4,021,827
Net increase / (decrease)
-$1,401,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$176,575$02023
Toroso Investment LLCINVESTMENT ADVISORY$0$18,7502023
Centric Wealth Management, LLCINVESTMENT ADVISORY$0$6,2502023

Related Form 5500 pages