The Cambridge Health Alliance Partnership Plan — Form 5500 plan (Cha General Services, 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, The Cambridge Health Alliance Partnership Plan is a benefit plan reported by Cha General Services, Inc. under EIN 04-3561265 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,572 participants and $315,934,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cha General Services, Inc.
- EIN
- 04-3561265
- Plan number
- 002
- Plan type
- 2
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- 4,572
- End-of-year plan assets
- $315,934,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,572 | H, C | 20240724140530NAL0013101857002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,934,800
- Net assets (EOY)
- $315,934,800
- Net assets (BOY)
- $280,389,308
Income & contributions
- Employer contributions
- $7,421,100
- Participant contributions
- $17,592,338
- Total contributions
- $26,364,499
- Total income / additions
- $69,569,234
Expenses & distributions
- Benefits paid
- $33,374,248
- Administrative expenses
- $151,964
- Total expenses
- $34,023,742
- Net increase / (decrease)
- $35,545,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $79,007 | $0 | 2023 |
| Sageview Advisory Group | BROKER | $50,301 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $5,331 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $780 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cha General Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Somerville, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation