2023 Form 5500 filing — Gatehouse Management, Inc. Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624092203NAL0005846849001) for Gatehouse Management, Inc. Welfare Benefit Plan, reported by Gatehouse Management, Inc. under EIN 04-3247041 and plan number 501. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$107.3KReported net assets$107,251
Participants48
Provider compensation$6.7K4 Schedule C row(s)$6,727
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240624092203NAL0005846849001
- Plan sponsor
- Gatehouse Management, Inc.
- EIN
- 04-3247041
- Plan number
- 501
- Location
- Mansfield, MA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$132.9K total assets
Net assets$107.3KLiabilities$25.7K
Full reported line items
- Total assets (EOY)
- $132,943
- Total liabilities (EOY)
- $25,692
- Net assets (EOY)
- $107,251
- Employer contributions
- $80,344
- Participant contributions
- $18,085
- Total income / additions
- $99,086
- Benefits paid
- $36,073
- Administrative expenses
- $630
- Total expenses
- $79,482
- Net increase / (decrease)
- $19,604
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Insurance Services (Ri) | BROKER | $2,993 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $2,547 | not reported in the loaded dataset |
| Meritain Health, An Aetna Company | ADMIN | $630 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $557 | not reported in the loaded dataset |