Erie Family Health Center 401(K) Plan — Form 5500 plan (Erie Family Health Center)
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, Erie Family Health Center 401(K) Plan is a benefit plan reported by Erie Family Health Center under EIN 36-3088628 and plan number 002. The latest loaded filing year is 2023. The filing reports 980 participants and $35,696,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erie Family Health Center
- EIN
- 36-3088628
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $35,696,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241014154718NAL0046668368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,696,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,696,999
- Net assets (BOY)
- $28,678,762
Income & contributions
- Employer contributions
- $823,477
- Participant contributions
- $2,917,888
- Total contributions
- $4,169,132
- Total income / additions
- $9,547,383
Expenses & distributions
- Benefits paid
- $2,230,293
- Administrative expenses
- $161,674
- Total expenses
- $2,529,146
- Net increase / (decrease)
- $7,018,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,721 | $0 | 2023 |
| Wintrust Investments LLC | INVESTMENT ADVISORY | $76,953 | $13 | 2023 |