How big is Community Health Programs, Inc.'s plan?

Community Health Programs, Inc.'s plan reported $10.4M in assets and 299 participants for 2023.

Original filing (PDF)20250326103955NAL0026480912001

Community Health Programs, Inc.

Name: Community Health Programs, Inc. — 403(b) Thrift Plan, Form 5500 (2023)
Creator: Community Health Programs, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Community Health Programs, Inc.

403(b) retirement plan · Community Health Programs, Inc.'s 403(b) Thrift Plan for Community Health Programs, Inc. held $10.4M in plan assets for 299 participants in 2023, with Principal as recordkeeper.

Active participants

299

Accounts w/ balance

273

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Community Health Programs, Inc.'s EIN is 04-2582119.

EIN 04-2582119

Plan number 001

Plan year 2023

ACK ID 20250326103955NAL0026480912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Community Health Programs, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Community Health Programs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY HEALTH PROGRAMS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

COMMUNITY HEALTH PROGRAMS, INC.

EIN

all filings

Address

444 STOCKBRIDGE ROAD · GREAT BARRINGTON, MA · 01230

Phone

(413) 528-9311

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$7K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTORS SERVICES LLC	04-2746212	—	OTHER SERVICES	$0	—

Investments

43 direct securities · 1 pooled fund· $10.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$7.4M

28 holdings

Other

$1.9M

1 holding

Common Collective Trusts

$614K

1 holding

Mutual Funds

$438K

8 holdings

Common Stocks

$74K

1 holding

U.S. Treasuries

$32K

1 holding

Pooled Separate Account

$6K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Principal$7.0M American Funds (Capital Group)$311K T. Rowe Price$278K Neuberger Berman$147K JPMorgan$74K Goldman Sachs$60K BlackRock / iShares$47K Eaton Vance / Calvert$33K Prudential / PGIM

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					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$1.9M	18.0%
Principal LifeTime 2030 R5 Fund Mutual Fund	Other securities	—	—	$1.1M	10.5%
Principal LifeTime 2020 R5 Fund Mutual Fund	Other securities	—	—	$955K	9.2%
Principal LifeTime 2040 R5 Fund Mutual Fund	Other securities	—	—	$809K	7.8%
Principal LifeTime 2035 R5 Fund Mutual Fund	Other securities	—	—	$773K	7.4%
Principal LargeCap S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$614K	5.9%
Principal LifeTime Strategic Income R5 Fund Mutual Fund	Other securities	—	—	$518K	5.0%
Principal LifeTime 2045 R5 Fund Mutual Fund	Other securities	—	—	$489K	4.7%
Principal LifeTime 2015 R5 Fund Mutual Fund	Other securities	—	—	$447K	4.3%
Principal LifeTime 2050 R5 Fund Mutual Fund	Other securities	—	—	$427K	4.1%
Principal LifeTime 2055 R5 Fund Mutual Fund	Other securities	—	—	$332K	3.2%
Columbia Balanced R Fund Mutual Fund	Other securities	—	—	$314K	3.0%
T. Rowe Price Blue Chip Growth Fund Class R Mutual Fund	Other securities	—	—	$278K	2.7%
Principal MidCap S&P 400 Index R5 Fund Mutual Fund	Other securities	—	—	$158K	1.5%
Neuberger Berman Sustainable Equity A Fund Mutual Fund	Other securities	—	—	$147K	1.4%
Principal LifeTime 2060 R5 Fund Mutual Fund	Other securities	—	—	$138K	1.3%
Principal SmallCap S&P 600 Index R5 Fund Mutual Fund	Other securities	—	—	$118K	1.1%
American Funds New Perspective R3 Fund Mutual Fund	Mutual Funds	—	—	$90K	0.9%
American Funds EuroPacific Growth R3 Fund Mutual Fund	Mutual Funds	—	—	$88K	0.8%
JP Morgan Equity Inc R3 Mutual Fund	Common Stocks	—	—	$74K	0.7%
American Funds The Growth Fund of America Class R3 Mutual Fund	Mutual Funds	—	—	$73K	0.7%
Principal LifeTime 2065 R5 Fund Mutual Fund	Other securities	—	—	$73K	0.7%
American Funds New World R3 Fund Mutual Fund	Mutual Funds	—	—	$60K	0.6%
Goldman Sachs Large Cap Core A Fund Mutual Fund	Other securities	—	—	$60K	0.6%
MFS International Diversification R3 Fund Mutual Fund	Mutual Funds	—	—	$55K	0.5%
MFS Conservation Allocation R3 Fund Mutual Fund	Mutual Funds	—	—	$47K	0.4%
Principal Real Estate Securities R5 Mutual Fund	Other securities	—	—	$40K	0.4%
JanusHenderson Triton S Mutual Fund	Other securities	—	—	$37K	0.4%
JanusHenderson Global Research S Mutual Fund	Other securities	—	—	$33K	0.3%
Eaton Vance ATL Small‐Mid Cap A fund Mutual Fund	Other securities	—	—	$33K	0.3%
PGIM Total Ret Bond R2 Fund Mutual Fund	U.S. Treasuries	—	—	$32K	0.3%
through May 2048 ‐	Other securities	—	—	$25K	0.2%
BlackRock Total Ret Inv A Fd Mutual Fund	Other securities	—	—	$25K	0.2%
Delaware Small Cap Value A Fund Mutual Fund	Other securities	—	—	$24K	0.2%
PIMCO Income A Fund Mutual Fund	Mutual Funds	—	—	$24K	0.2%
Victory Sycamore Established Value R Fund Mutual Fund	Other securities	—	—	$18K	0.2%
BlackRock Inflation Protection R5 Fund Mutual Fund	Other securities	—	—	$16K	0.2%
BlackRock High Yld Bond Inv A Fund Mutual Fund	Other securities	—	—	$7K	<0.1%
POOLED SEPARATE ACCOUNTS MUTUAL OF AMERICA LIFE INSURANCE CO. · EIN 12-1614399 / PN 002	Pooled Separate Account	—	—	$6K	<0.1%
Mutual of America Aggressive Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America Moderate Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Principal Fixed Income Guaranteed Option Guaranteed Investment Contract	Stable Value	—	—	$2K	<0.1%
Templeton Foreign R Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Principal LifeTime 2070 R5 Fund Mutual Fund	Other securities	—	—	$1K	<0.1%