2023 Form 5500 filing — Community Health Centers Of The Rutland Region 403(B) 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 20251014082722NAL0002404081001) for Community Health Centers Of The Rutland Region 403(B) Retirement Plan, reported by Community Health Centers Of The Rutland Region under EIN 22-1179701 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014082722NAL0002404081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Health Centers Of The Rutland Region
- EIN
- 22-1179701
- Plan number
- 001
- Location
- Rutland, VT
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,060,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,060,626
- Employer contributions
- $1,601,330
- Participant contributions
- $2,417,147
- Total income / additions
- $8,901,967
- Benefits paid
- $4,058,579
- Administrative expenses
- $95,822
- Total expenses
- $4,163,917
- Net increase / (decrease)
- $4,738,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $49,887 | $0 |
| Equity Services Inc | INVESTMENT ADVISOR | $45,935 | not reported in the loaded dataset |