Plan5500

Legacy Lifecare 403(B) Plan — Form 5500 plan (Chelsea Jewish Lifecare, Inc.)

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, Legacy Lifecare 403(B) Plan is a benefit plan reported by Chelsea Jewish Lifecare, Inc. under EIN 51-0141617 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,624 participants and $32,284,158 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chelsea Jewish Lifecare, Inc.
EIN
51-0141617
Plan number
001
Plan type
2
Location
Chelsea, MA
Latest filing year
2023
Participants
1,624
End-of-year plan assets
$32,284,158

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,624H, C20250502141345NAL0009750130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,284,158
Total liabilities (EOY)
$0
Net assets (EOY)
$32,284,158
Net assets (BOY)
$27,744,988

Income & contributions

Participant contributions
$2,329,192
Total contributions
$2,663,809
Total income / additions
$6,644,831

Expenses & distributions

Benefits paid
$1,947,311
Administrative expenses
$155,439
Total expenses
$2,105,661
Net increase / (decrease)
$4,539,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Massachusetts Mutual Life InsuranceSERVICE PROVIDER$0$79,1692023
The Angell Pension Group, Inc.SERVICE PROVIDER$14,165not reported in the loaded dataset2023

Related Form 5500 pages