2023 Form 5500 filing — The Consortium 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 20241015090100NAL0055284466001) for The Consortium 403(B) Plan, reported by West Philadelphia Community Mental Health Consortium, Inc. under EIN 23-1744721 and plan number 002. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090100NAL0055284466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Philadelphia Community Mental Health Consortium, Inc.
- EIN
- 23-1744721
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,216,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,216,169
- Participant contributions
- $158,863
- Total income / additions
- $616,355
- Benefits paid
- $422,577
- Administrative expenses
- $38,713
- Total expenses
- $461,290
- Net increase / (decrease)
- $155,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $28,658 | $0 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $7,894 | not reported in the loaded dataset |