2023 Form 5500 filing — Peninsula Institute For Community Health Inc 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820090007NAL0002381345001) for Peninsula Institute For Community Health Inc 403(B) Plan, reported by Peninsula Institute For Community Health, Inc under EIN 54-1083954 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820090007NAL0002381345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peninsula Institute For Community Health, Inc
- EIN
- 54-1083954
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,685,889
- Net assets (EOY)
- $8,685,889
- Employer contributions
- $449,848
- Participant contributions
- $580,921
- Total income / additions
- $2,030,695
- Benefits paid
- $1,166,535
- Administrative expenses
- $49,735
- Total expenses
- $1,216,270
- Net increase / (decrease)
- $814,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,726 | $0 |
| Resource 1, Inc. | INVESTMENT ADVISORY | $0 | $13,844 |
| Equitable Financial Life Insurance | CONTRACT ADMINISTRATOR | $542 | $10,321 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |