Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan — Form 5500 plan (Boston Childrens Heart Foundation, 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, Boston Childrens Heart Foundation, Inc. Defined Benefit Pension Plan is a benefit plan reported by Boston Childrens Heart Foundation, Inc. under EIN 04-2790699 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $56,755,890 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$56.8MPlan net assets, end of year$56,755,890
Participants132Covered participants reported
Assets / participant$430KComputed: assets ÷ participants$429,969 (computed)
Provider compensation$195.7K1 Schedule C provider row(s)$195,731
Plan sponsor
Boston Childrens Heart Foundation, Inc.
EIN
04-2790699
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20250709101423NAL0002753731001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$56.8M total assets
Net assets$56.8MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$896.2K
Benefits paid / distributions$700.1K
Contributions
Employer$655K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$56,755,890
Total liabilities (EOY)
$0
Net assets (EOY)
$56,755,890
Net assets (BOY)
$47,308,790

Income & contributions

Employer contributions
$655,000
Total contributions
$655,000
Total income / additions
$10,343,307

Expenses & distributions

Benefits paid
$700,068
Administrative expenses
$196,139
Total expenses
$896,207
Net increase / (decrease)
$9,447,100
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Physicians Org At Childrens HospitaINVESTMENT MANAGER$195,731not reported in the loaded dataset2023

Related Form 5500 pages