2023 Form 5500 filing — Mainegeneral Health Retirement Income 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 20240725062700NAL0008018099001) for Mainegeneral Health Retirement Income Plan, reported by Mainegeneral Health under EIN 04-3369649 and plan number 001. It reports 5,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725062700NAL0008018099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mainegeneral Health
- EIN
- 04-3369649
- Plan number
- 001
- Location
- Waterville, ME
- Participants
- 5,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,431,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,431,948
- Employer contributions
- $4,550,342
- Total income / additions
- $15,157,997
- Benefits paid
- $6,214,795
- Administrative expenses
- $170,819
- Total expenses
- $6,385,614
- Net increase / (decrease)
- $8,772,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Group | SERVICE PROVIDER | $135,750 | $0 |
| Baker Newman Noyes | AUDITOR | $15,000 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset |
| Verrill Dana Llp | LEGAL | $8,069 | not reported in the loaded dataset |