Original filing (PDF)20250429121245NAL0000323891001

CHMC OTOLARYNGOLOGIC FOUNDATION, INC.

Name: CHMC OTOLARYNGOLOGIC FOUNDATION, INC. — CHMC OTOLARYNGOLOGIC FOUNDATION, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2023)
Creator: CHMC OTOLARYNGOLOGIC FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

CHMC OTOLARYNGOLOGIC FOUNDATION, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$28.3M

Net assets (EOY)

$28.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHMC OTOLARYNGOLOGIC FOUNDATION, INC..

Plan sponsor

Name

CHMC OTOLARYNGOLOGIC FOUNDATION, INC.

EIN

04-2751258

Address

300 LONGWOOD AVENUE · BOSTON, MA · 02115

Phone

(617) 355-6417

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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