2023 Form 5500 filing — Boston Children'S Health Physicians, Llp 401(K) Retirement 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 20241013144017NAL0050715778001) for Boston Children'S Health Physicians, Llp 401(K) Retirement Plan, reported by Boston Children'S Health Physicians, Llp under EIN 13-3956599 and plan number 001. It reports 1,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013144017NAL0050715778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Children'S Health Physicians, Llp
- EIN
- 13-3956599
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 1,073
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,069,957
- Net assets (EOY)
- $83,069,957
- Employer contributions
- $1,381,018
- Participant contributions
- $5,764,914
- Total income / additions
- $19,104,490
- Benefits paid
- $3,199,666
- Administrative expenses
- $13,130
- Total expenses
- $3,212,796
- Net increase / (decrease)
- $15,891,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $184,673 |
| Concierge Retirement Services Inc | THIRD PARTY ADMINISTRATOR | $0 | $35,635 |
| Morningstar | SERVICE PROVIDER | $0 | $12,050 |