Humboldt Park Health 403(B) 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 403(B) Plan is a benefit plan reported by Humboldt Park Health under EIN 36-1564290 and plan number 003. The latest loaded filing year is 2023. The filing reports 953 participants and $23,723,942 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
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $23,723,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20241015190854NAL0017087779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,723,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,723,942
- Net assets (BOY)
- $21,953,856
Income & contributions
- Employer contributions
- $349,016
- Participant contributions
- $1,763,093
- Total contributions
- $2,215,942
- Total income / additions
- $4,929,917
Expenses & distributions
- Benefits paid
- $3,067,228
- Administrative expenses
- $90,871
- Total expenses
- $3,159,831
- Net increase / (decrease)
- $1,770,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,755 | $0 | 2023 |
| Toroso Investment LLC | INVESTMENT ADVISORY | $24,194 | $7 | 2023 |
| Centric Wealth Management, LLC | INVESTMENT ADVISORY | $7,922 | $2 | 2023 |