2023 Form 5500 filing — Edward M. Kennedy Community Health Center, Inc. 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 20250415153242NAL0003471233001) for Edward M. Kennedy Community Health Center, Inc. 403(B) Plan, reported by Edward M. Kennedy Community Health Center, Inc. under EIN 04-2513817 and plan number 002. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415153242NAL0003471233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edward M. Kennedy Community Health Center, Inc.
- EIN
- 04-2513817
- Plan number
- 002
- Location
- Worcester, MA
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,984,275
- Net assets (EOY)
- $19,984,275
- Employer contributions
- $280,523
- Participant contributions
- $1,530,230
- Total income / additions
- $4,399,451
- Benefits paid
- $1,654,034
- Administrative expenses
- $79,214
- Total expenses
- $1,733,248
- Net increase / (decrease)
- $2,666,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $78,601 | not reported in the loaded dataset |
| Mml Investors Services Inc | SERVICE PROVIDER | $0 | $27,500 |