Boston Children'S Health Physicians, Llp 401(K) Retirement Plan — Form 5500 plan (Boston Children'S Health Physicians, Llp)
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 Health Physicians, Llp 401(K) Retirement Plan is a benefit plan reported by Boston Children'S Health Physicians, Llp under EIN 13-3956599 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,073 participants and $83,069,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boston Children'S Health Physicians, Llp
- EIN
- 13-3956599
- Plan number
- 001
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 1,073
- End-of-year plan assets
- $83,069,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,073 | H, C | 20241013144017NAL0050715778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,069,957
- Net assets (EOY)
- $83,069,957
- Net assets (BOY)
- $67,178,263
Income & contributions
- Employer contributions
- $1,381,018
- Participant contributions
- $5,764,914
- Total contributions
- $7,662,237
- Total income / additions
- $19,104,490
Expenses & distributions
- Benefits paid
- $3,199,666
- Administrative expenses
- $13,130
- Total expenses
- $3,212,796
- Net increase / (decrease)
- $15,891,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $184,673 | 2023 |
| Concierge Retirement Services Inc | THIRD PARTY ADMINISTRATOR | $0 | $35,635 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $12,050 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boston Children'S Health Physicians, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valhalla, NY
- Commonwealth Equity Services — Schedule C compensation
- Concierge Retirement Services Inc — Schedule C compensation
- Morningstar — Schedule C compensation