Peninsula Institute For Community Health Inc 403(B) Plan — Form 5500 plan (Peninsula Institute For 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, Peninsula Institute For Community Health Inc 403(B) Plan is a benefit plan reported by Peninsula Institute For Community Health, Inc under EIN 54-1083954 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $8,685,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Institute For Community Health, Inc
- EIN
- 54-1083954
- Plan number
- 001
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $8,685,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240820090007NAL0002381345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,685,889
- Net assets (EOY)
- $8,685,889
- Net assets (BOY)
- $7,871,464
Income & contributions
- Employer contributions
- $449,848
- Participant contributions
- $580,921
- Total contributions
- $1,030,993
- Total income / additions
- $2,030,695
Expenses & distributions
- Benefits paid
- $1,166,535
- Administrative expenses
- $49,735
- Total expenses
- $1,216,270
- Net increase / (decrease)
- $814,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,726 | $0 | 2023 |
| Resource 1, Inc. | INVESTMENT ADVISORY | $0 | $13,844 | 2023 |
| Equitable Financial Life Insurance | CONTRACT ADMINISTRATOR | $542 | $10,321 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peninsula Institute For Community Health, Inc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Principal Life Insurance Company — Schedule C compensation
- Resource 1, Inc. — Schedule C compensation
- Equitable Financial Life Insurance — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation