F.L. Chamberlain School Retirement Plan — Form 5500 plan (Frederic L. Chamberlain Center, Inc.)

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, F.L. Chamberlain School Retirement Plan is a benefit plan reported by Frederic L. Chamberlain Center, Inc. under EIN 04-2593666 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $1,378,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frederic L. Chamberlain Center, Inc.
EIN
04-2593666
Plan number
001
Plan type
2
Location
Middleborough, MA
Latest filing year
2023
Participants
142
End-of-year plan assets
$1,378,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240415101542NAL0001291955001
2023185H, C20250606094927NAL0012254817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,734,573
Total liabilities (EOY)
$0
Net assets (EOY)
$1,734,573
Net assets (BOY)
$1,441,099

Income & contributions

Employer contributions
$29,002
Participant contributions
$94,414
Total contributions
$123,416
Total income / additions
$368,165

Expenses & distributions

Benefits paid
$55,290
Administrative expenses
$19,401
Total expenses
$74,691
Net increase / (decrease)
$293,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CompanyRECORD KEEPER$14,047$14,6152023
Equitable Life Insurance CompanyCONTRACT ADMINISTRATOR$7,917$11,1332023

Related Form 5500 pages