Brockton Neighborhood Health Center 403(B) Plan — Form 5500 plan (Brockton Neighborhood Health 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, Brockton Neighborhood Health Center 403(B) Plan is a benefit plan reported by Brockton Neighborhood Health Center under EIN 04-3165044 and plan number 003. The latest loaded filing year is 2023. The filing reports 828 participants and $25,379,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brockton Neighborhood Health Center
- EIN
- 04-3165044
- Plan number
- 003
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 828
- End-of-year plan assets
- $25,379,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 828 | H, C | 20241014085222NAL0025761617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,379,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,379,625
- Net assets (BOY)
- $20,783,920
Income & contributions
- Employer contributions
- $976,911
- Participant contributions
- $2,076,165
- Total contributions
- $3,094,475
- Total income / additions
- $6,432,164
Expenses & distributions
- Benefits paid
- $1,683,734
- Administrative expenses
- $81,172
- Total expenses
- $1,836,459
- Net increase / (decrease)
- $4,595,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $81,172 | not reported in the loaded dataset | 2023 |
| Mml Investors Services Inc | SERVICE PROVIDER | $0 | $40,000 | 2023 |