Bath, ME Form 5500 retirement and benefit plan filings
City Form 5500 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, Bath, ME has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $126,975,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $126,975,889
- Total reported liabilities (EOY)
- $862,661
- Total reported net assets (EOY)
- $126,113,228
Contributions & income
- Employer contributions
- $5,284,236
- Participant contributions
- $7,357,848
- Total income / additions
- $29,885,532
Expenses & distributions
- Benefits paid / distributions
- $10,896,666
- Total expenses
- $11,308,566
- Net increase / (decrease)
- $18,576,966
Coverage
- Total reported participants
- 5,512
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bath, ME plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Retirement Plan For Employees Of Bath Savings Institution | Bath Savings Institution | $58,961,679 | 2023 |
| Bath Savings Institution 401(K) Plan | Bath Savings Institution | $34,789,547 | 2023 |
| Five County Credit Union 401(K) Plan And Trust | Five County Credit Union | $16,232,139 | 2023 |
| Hyde Schools' Employee Retirement Plan | Hyde Schools | $14,882,451 | 2023 |
| Union Worker'S Benefits Trust Dental Plan And Supplemental A&S Plan | Union Workers Benefits Trust | $2,110,073 | 2023 |
| Five County Credit Union Life, Ad&D And Dependents Life Insurance Long Term Disability Insurance | Five County Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Bath → · Bath plans by participants → · Bath plans with financial data → · Bath plans with provider compensation → · $1B+ plans in Bath →
Related Form 5500 pages
- All ME Form 5500 filings
- The Retirement Plan For Employees Of Bath Savings Institution (plan 001)
- Bath Savings Institution — all reported plans
- Bath Savings Institution 401(K) Plan (plan 002)
- Five County Credit Union 401(K) Plan And Trust (plan 002)
- Five County Credit Union — all reported plans
- Hyde Schools' Employee Retirement Plan (plan 001)
- Hyde Schools — all reported plans
- Union Worker'S Benefits Trust Dental Plan And Supplemental A&S Plan (plan 501)
- Union Workers Benefits Trust — all reported plans
- Five County Credit Union Life, Ad&D And Dependents Life Insurance Long Term Disability Insurance (plan 503)
- Methodology
- Data sources