Clara Martin Center 403(B) Plan — Form 5500 plan (Clara Martin Center)
Plain-English plan 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, Clara Martin Center 403(B) Plan is a benefit plan reported by Clara Martin Center under EIN 03-0220733 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $5,844,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clara Martin Center
- EIN
- 03-0220733
- Plan number
- 001
- Plan type
- 2
- Location
- Randolph, VT
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $5,844,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240812144634NAL0009577105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,844,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,844,907
- Net assets (BOY)
- $4,947,545
Income & contributions
- Employer contributions
- $178,234
- Participant contributions
- $472,237
- Total contributions
- $918,047
- Total income / additions
- $1,641,490
Expenses & distributions
- Benefits paid
- $742,624
- Administrative expenses
- $1,504
- Total expenses
- $744,128
- Net increase / (decrease)
- $897,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | OTHER SERVICES | $0 | $9,173 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,504 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clara Martin Center
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Randolph, VT
- Morgan Stanley — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation