2023 Form 5500 filing — Northern Light Health Retirement Partnership 403(B) 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 20240705141201NAL0008870081001) for Northern Light Health Retirement Partnership 403(B) Plan, reported by Eastern Maine Healthcare Systems D/B/A Northern Light Health under EIN 01-0527066 and plan number 002. It reports 15,527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705141201NAL0008870081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Maine Healthcare Systems D/B/A Northern Light Health
- EIN
- 01-0527066
- Plan number
- 002
- Location
- Brewer, ME
- Participants
- 15,527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,066,585,695
- Total liabilities (EOY)
- $16,715
- Net assets (EOY)
- $1,066,568,980
- Employer contributions
- $16,959,818
- Participant contributions
- $61,681,282
- Total income / additions
- $249,917,688
- Benefits paid
- $119,537,990
- Administrative expenses
- $1,045,768
- Total expenses
- $120,961,599
- Net increase / (decrease)
- $128,956,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $745,237 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $223,816 | not reported in the loaded dataset |
| New England Retirement Consultants | CONSULTANT | $60,000 | not reported in the loaded dataset |
| Berry Dunn | AUDITOR | $16,715 | not reported in the loaded dataset |