Community Health Centers Of The Rutland Region 403(B) Retirement Plan — Form 5500 plan (Community Health Centers Of The Rutland Region)
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, Community Health Centers Of The Rutland Region 403(B) Retirement Plan is a benefit plan reported by Community Health Centers Of The Rutland Region under EIN 22-1179701 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $35,060,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Health Centers Of The Rutland Region
- EIN
- 22-1179701
- Plan number
- 001
- Plan type
- 2
- Location
- Rutland, VT
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $35,060,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20251014082722NAL0002404081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,060,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,060,626
- Net assets (BOY)
- $30,322,576
Income & contributions
- Employer contributions
- $1,601,330
- Participant contributions
- $2,417,147
- Total contributions
- $4,156,966
- Total income / additions
- $8,901,967
Expenses & distributions
- Benefits paid
- $4,058,579
- Administrative expenses
- $95,822
- Total expenses
- $4,163,917
- Net increase / (decrease)
- $4,738,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $49,887 | $0 | 2023 |
| Equity Services Inc | INVESTMENT ADVISOR | $45,935 | not reported in the loaded dataset | 2023 |