Christie Clinic 401k Profit Sharing Plan — Form 5500 plan (Christie Business Holding Company, Pc)

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, Christie Clinic 401k Profit Sharing Plan is a benefit plan reported by Christie Business Holding Company, Pc under EIN 26-2813652 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,439 participants and $209,760,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Christie Business Holding Company, Pc
EIN
26-2813652
Plan number
003
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
1,439
End-of-year plan assets
$209,760,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,439H, C20241015180701NAL0030581937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$209,760,477
Total liabilities (EOY)
$0
Net assets (EOY)
$209,760,477
Net assets (BOY)
$181,390,696

Income & contributions

Employer contributions
$7,119,669
Participant contributions
$5,734,019
Total contributions
$13,600,041
Total income / additions
$42,563,800

Expenses & distributions

Benefits paid
$13,891,117
Administrative expenses
$302,902
Total expenses
$14,194,019
Net increase / (decrease)
$28,369,781

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$272,672not reported in the loaded dataset2023
Cozad Asset Management InNONE$29,931not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$28$7,8372023
Charles Schwab & Co., Inc.NONE$2,431$02023

Related Form 5500 pages