2023 Form 5500 filing — Humboldt Park Health 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 20241015190854NAL0017087779001) for Humboldt Park Health 403(B) Plan, reported by Humboldt Park Health under EIN 36-1564290 and plan number 003. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190854NAL0017087779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humboldt Park Health
- EIN
- 36-1564290
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,723,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,723,942
- Employer contributions
- $349,016
- Participant contributions
- $1,763,093
- Total income / additions
- $4,929,917
- Benefits paid
- $3,067,228
- Administrative expenses
- $90,871
- Total expenses
- $3,159,831
- Net increase / (decrease)
- $1,770,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,755 | $0 |
| Toroso Investment LLC | INVESTMENT ADVISORY | $24,194 | $7 |
| Centric Wealth Management, LLC | INVESTMENT ADVISORY | $7,922 | $2 |