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Form 5500 · Retirement plan · BOSTON, MA

FENWAY COMMUNITY HEALTH CENTER, INC.

The filing calls this plan FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN.

FENWAY COMMUNITY HEALTH CENTER, INC. of BOSTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by STANDARD INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2510564 · plan 002 · plan year 2025, filed Apr 10, 2026

Participants at the start of the year
996
Contracts on file
2
Contract value
$2,395,568
Plan year end
June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with STANDARD INSURANCE COMPANY.

The contracts held $2,395,568 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC810June$625,949$0
TIAA-CREFAnnuity / GIC136June$1,769,619$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FENWAY COMMUNITY HEALTH CENTER, INC.
EIN 04-2510564
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$136,508
paid directly by the plan
GLOBAL RETIREMENT PARTNERS
CONSULTANT · EIN 47-1411118
$0
paid directly by the plan
THE ANGELL PENSION GROUP INC
Contract administrator · EIN 04-2530412
$0
paid directly by the plan
SAGEVIEW ADVISORY GROUP, LLC
INVESTMENT ADVISORY · EIN 33-0818667
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$72,353,937
Paid out in benefits
$9,557,042
Participants at the start of the year
996
Participants with account balances
895

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 04-2571780
AAFCPAS, INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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