East Boston Neighborhood Health Center 403(B) Plan — Form 5500 plan (East Boston 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, East Boston Neighborhood Health Center 403(B) Plan is a benefit plan reported by East Boston Neighborhood Health Center under EIN 23-7425849 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $29,591,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Boston Neighborhood Health Center
- EIN
- 23-7425849
- Plan number
- 001
- Plan type
- 2
- Location
- East Boston, MA
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $29,591,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241010142309NAL0021229137003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,591,977
- Net assets (EOY)
- $29,591,977
- Net assets (BOY)
- $26,392,398
Income & contributions
- Participant contributions
- $2,072,677
- Total contributions
- $2,072,677
- Total income / additions
- $5,211,236
Expenses & distributions
- Benefits paid
- $1,941,367
- Administrative expenses
- $70,290
- Total expenses
- $2,011,657
- Net increase / (decrease)
- $3,199,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | CUSTODIAN, RECORD KEEPER | $37,950 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | BROKER DEALER OF ADVISOR | $19,121 | not reported in the loaded dataset | 2023 |
| Aegis Retirement Partners | TPA | $14,952 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Boston Neighborhood Health Center
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in East Boston, MA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Aegis Retirement Partners — Schedule C compensation