2023 Form 5500 filing — Clearview Healthcare Partners Retirement Savings 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 20241010121538NAL0020047297001) for Clearview Healthcare Partners Retirement Savings Plan, reported by Clearview Healthcare Partners under EIN 26-1597664 and plan number 001. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121538NAL0020047297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearview Healthcare Partners
- EIN
- 26-1597664
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,243,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,243,014
- Employer contributions
- $1,149,439
- Participant contributions
- $4,626,364
- Total income / additions
- $12,101,505
- Benefits paid
- $1,677,725
- Administrative expenses
- $60,078
- Total expenses
- $1,739,629
- Net increase / (decrease)
- $10,361,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,402 | $0 |
| Twelve Points Wealth Management Ll | ADVISOR/INVESTMENT ADV | $28,091 | not reported in the loaded dataset |