2023 Form 5500 filing — Family Health Center Of Worcester, Inc. 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 20241014082901NAL0051562274001) for Family Health Center Of Worcester, Inc. Retirement Plan, reported by Family Health Center Of Worcester, Inc. under EIN 04-2485308 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082901NAL0051562274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Health Center Of Worcester, Inc.
- EIN
- 04-2485308
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,548,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,548,019
- Employer contributions
- $0
- Participant contributions
- $376,932
- Total income / additions
- $1,886,720
- Benefits paid
- $10,502,290
- Administrative expenses
- $68,516
- Total expenses
- $10,570,806
- Net increase / (decrease)
- -$8,684,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | INV ADV;SERVICE PROVIDER | $8,516 | $37,052 |
| Economic Group Pension Services | TPA | $0 | $17,729 |
| The Angell Pension Group | TPA | $4,428 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annu | SERVICE PROVIDER | $47 | $0 |
| Morningstar Investment Mangement | INVESTMENT ADVISORY | $47 | not reported in the loaded dataset |