Original filing (PDF)20250314083937NAL0013612883001

CHILD HEALTH & DEVELOPMENT INSTITUTE

Name: CHILD HEALTH & DEVELOPMENT INSTITUTE — CHDI TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: CHILD HEALTH & DEVELOPMENT INSTITUTE

Form 5500-SF

FILING_RECEIVED

CHDI TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 CHILD HEALTH & DEVELOPMENT INSTITUTE.

Plan sponsor

Name

CHILD HEALTH & DEVELOPMENT INSTITUTE

EIN

06-1504725

Address

270 FARMINGTON AVENUE · SUITE 367 · FARMINGTON, CT · 06032

Phone

(860) 679-1519

Industry

Educational Servicessee 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

2025-03-14

Pension benefit codes

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

—

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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