2023 Form 5500 filing — Physicians Organization At Childrens Hospital Retirement Plan Group Trust
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 20241001084254NAL0013485074001) for Physicians Organization At Childrens Hospital Retirement Plan Group Trust, reported by Physicians Organization At Ch, Inc. under EIN 04-3266103 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001084254NAL0013485074001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Physicians Organization At Ch, Inc.
- EIN
- 04-3266103
- Plan number
- 001
- Location
- Boston, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $354,402,301
- Total liabilities (EOY)
- $135,528
- Net assets (EOY)
- $354,266,773
- Total income / additions
- $45,304,987
- Benefits paid
- $0
- Administrative expenses
- $3,701,497
- Total expenses
- $3,701,497
- Net increase / (decrease)
- $41,603,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management | NONE | $213,488 | not reported in the loaded dataset |
| Gardner Russo Gardner | NONE | $202,144 | not reported in the loaded dataset |
| Robeco Investment Management | NONE | $58,105 | not reported in the loaded dataset |
| Insignia Venture Partners | NONE | $50,851 | not reported in the loaded dataset |
| Energy Capital Partners LLC | NONE | $42,532 | not reported in the loaded dataset |
| Sunridge Agribusiness Opportunities | NONE | $38,078 | not reported in the loaded dataset |
| Flare Capital Partners | NONE | $34,103 | not reported in the loaded dataset |
| Ohana Real Estate Investors | NONE | $31,314 | not reported in the loaded dataset |
| Union Park Capital | NONE | $30,197 | not reported in the loaded dataset |
| Rs Feeder Funds | NONE | $27,562 | not reported in the loaded dataset |
| Rhcp Iii | NONE | $26,281 | not reported in the loaded dataset |
| Jmc Capital Partners | NONE | $25,126 | not reported in the loaded dataset |
| Shine Capital | NONE | $23,377 | not reported in the loaded dataset |
| Underscore Vc | NONE | $22,319 | not reported in the loaded dataset |
| Brightstar Capital Partners Fund Ii | NONE | $19,044 | not reported in the loaded dataset |
| Primary Venture Management | NONE | $15,867 | not reported in the loaded dataset |
| Hillhouse Capital Management | NONE | $9,427 | not reported in the loaded dataset |
| Will Ventures Fund | NONE | $5,492 | not reported in the loaded dataset |