Boston Children'S Heart Foundation Retirement 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 Children'S Heart Foundation Retirement Plan is a benefit plan reported by Boston Childrens Heart Foundation, Inc. under EIN 04-2790699 and plan number 003. The latest loaded filing year is 2023. The filing reports 131 participants and $66,816,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Childrens Heart Foundation, Inc.
EIN
04-2790699
Plan number
003
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
131
End-of-year plan assets
$66,816,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20250408091502NAL0011033235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,816,357
Total liabilities (EOY)
$0
Net assets (EOY)
$66,816,357
Net assets (BOY)
$53,351,060

Income & contributions

Employer contributions
$5,203,146
Total contributions
$5,203,146
Total income / additions
$16,449,177

Expenses & distributions

Benefits paid
$2,962,783
Administrative expenses
$21,097
Total expenses
$2,983,880
Net increase / (decrease)
$13,465,297

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins And AnnuityCUSTODIAN$21,297$02023

Related Form 5500 pages