2023 Form 5500 filing — Boston Children'S Heart Foundation 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 20250408091502NAL0011033235001) for Boston Children'S Heart Foundation Retirement Plan, reported by Boston Childrens Heart Foundation, Inc. under EIN 04-2790699 and plan number 003. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408091502NAL0011033235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Childrens Heart Foundation, Inc.
- EIN
- 04-2790699
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,816,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,816,357
- Employer contributions
- $5,203,146
- Total income / additions
- $16,449,177
- Benefits paid
- $2,962,783
- Administrative expenses
- $21,097
- Total expenses
- $2,983,880
- Net increase / (decrease)
- $13,465,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins And Annuity | CUSTODIAN | $21,297 | $0 |