2023 Form 5500 filing — Umass Memorial Shields Pharmacy, LLC 401(K) Profit Sharing 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 20240717090701NAL0006862400001) for Umass Memorial Shields Pharmacy, LLC 401(K) Profit Sharing Plan, reported by Umass Memorial Shields Pharmacy LLC under EIN 45-3841517 and plan number 001. It reports 2,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717090701NAL0006862400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umass Memorial Shields Pharmacy LLC
- EIN
- 45-3841517
- Plan number
- 001
- Location
- Stoughton, MA
- Participants
- 2,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,433,238
- Total liabilities (EOY)
- $128,657
- Net assets (EOY)
- $62,304,581
- Employer contributions
- $4,826,691
- Participant contributions
- $11,510,079
- Total income / additions
- $27,015,099
- Benefits paid
- $4,560,708
- Administrative expenses
- $170,651
- Total expenses
- $4,731,359
- Net increase / (decrease)
- $22,283,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | RECORDKEEPER | $170,651 | $0 |