2023 Form 5500 filing — Legacy Lifecare 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 20250502141345NAL0009750130001) for Legacy Lifecare 403(B) Plan, reported by Chelsea Jewish Lifecare, Inc. under EIN 51-0141617 and plan number 001. It reports 1,624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502141345NAL0009750130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chelsea Jewish Lifecare, Inc.
- EIN
- 51-0141617
- Plan number
- 001
- Location
- Chelsea, MA
- Participants
- 1,624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,284,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,284,158
- Participant contributions
- $2,329,192
- Total income / additions
- $6,644,831
- Benefits paid
- $1,947,311
- Administrative expenses
- $155,439
- Total expenses
- $2,105,661
- Net increase / (decrease)
- $4,539,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $0 | $79,169 |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $14,165 | not reported in the loaded dataset |