Clearview Healthcare Partners Retirement Savings Plan — Form 5500 plan (Clearview Healthcare Partners)
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, Clearview Healthcare Partners Retirement Savings Plan is a benefit plan reported by Clearview Healthcare Partners under EIN 26-1597664 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $35,243,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearview Healthcare Partners
- EIN
- 26-1597664
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $35,243,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20241010121538NAL0020047297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,243,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,243,014
- Net assets (BOY)
- $24,881,138
Income & contributions
- Employer contributions
- $1,149,439
- Participant contributions
- $4,626,364
- Total contributions
- $6,193,689
- Total income / additions
- $12,101,505
Expenses & distributions
- Benefits paid
- $1,677,725
- Administrative expenses
- $60,078
- Total expenses
- $1,739,629
- Net increase / (decrease)
- $10,361,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,402 | $0 | 2023 |
| Twelve Points Wealth Management Ll | ADVISOR/INVESTMENT ADV | $28,091 | not reported in the loaded dataset | 2023 |