Fallon Community Health Plan, Inc. 401(K) Plan — Form 5500 plan (Fallon Community Health Plan)
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, Fallon Community Health Plan, Inc. 401(K) Plan is a benefit plan reported by Fallon Community Health Plan under EIN 23-7442369 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,683 participants and $148,906,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fallon Community Health Plan
- EIN
- 23-7442369
- Plan number
- 003
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 1,683
- End-of-year plan assets
- $148,906,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,683 | H, C | 20241010141021NAL0020264721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,906,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,906,286
- Net assets (BOY)
- $131,237,790
Income & contributions
- Employer contributions
- $3,888,113
- Participant contributions
- $8,597,155
- Total contributions
- $13,657,136
- Total income / additions
- $33,557,241
Expenses & distributions
- Benefits paid
- $15,590,569
- Administrative expenses
- $194,088
- Total expenses
- $15,888,745
- Net increase / (decrease)
- $17,668,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $192,475 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $1,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $413 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fallon Community Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation