Tri State Community Health Center Tax Sheltered Savings Plan — Form 5500 plan (Tri State Community 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, Tri State Community Health Center Tax Sheltered Savings Plan is a benefit plan reported by Tri State Community Health Center under EIN 52-1516829 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $8,917,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri State Community Health Center
- EIN
- 52-1516829
- Plan number
- 001
- Plan type
- 2
- Location
- Hancock, MD
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $8,917,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015160420NAL0058611842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,917,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,917,342
- Net assets (BOY)
- $8,130,857
Income & contributions
- Employer contributions
- $377,473
- Participant contributions
- $505,412
- Total contributions
- $952,373
- Total income / additions
- $2,451,533
Expenses & distributions
- Benefits paid
- $1,560,884
- Administrative expenses
- $95,696
- Total expenses
- $1,665,048
- Net increase / (decrease)
- $786,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $66,170 | $3,917 | 2023 |
| Cbiz Benefits & Insurance Services | TPA | $27,873 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISER | $0 | $23,440 | 2023 |