2023 Form 5500 filing — Affiliated Healthcare Systems Retirement Partnership 401(K) 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 20240705143931NAL0013826144002) for Affiliated Healthcare Systems Retirement Partnership 401(K) Plan, reported by Affiliated Healthcare Systems under EIN 01-0385322 and plan number 002. It reports 925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705143931NAL0013826144002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affiliated Healthcare Systems
- EIN
- 01-0385322
- Plan number
- 002
- Location
- Brewer, ME
- Participants
- 925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,032,534
- Net assets (EOY)
- $33,032,534
- Employer contributions
- $30,251
- Participant contributions
- $183,748
- Total income / additions
- $5,638,253
- Benefits paid
- $7,144,551
- Administrative expenses
- $27,778
- Total expenses
- $7,174,444
- Net increase / (decrease)
- -$1,536,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Oper Co. | RECORDKEEPER | $15,703 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,302 | not reported in the loaded dataset |