2023 Form 5500 filing — Exeter Health Resources, Inc. Short Term Disability 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 20240924103832NAL0012825105001) for Exeter Health Resources, Inc. Short Term Disability Plan, reported by Exeter Health Resources, Inc. under EIN 02-0222126 and plan number 507. It reports 1,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103832NAL0012825105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exeter Health Resources, Inc.
- EIN
- 02-0222126
- Plan number
- 507
- Location
- Exeter, NH
- Participants
- 1,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,719
- Total liabilities (EOY)
- $92,969
- Net assets (EOY)
- $122,750
- Participant contributions
- $935,245
- Total income / additions
- $946,667
- Benefits paid
- $834,155
- Administrative expenses
- $38,953
- Total expenses
- $873,108
- Net increase / (decrease)
- $73,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Newman Noyes | NONE | $18,500 | not reported in the loaded dataset |
| Sunlife Assurance Company Of Canada | NONE | $17,478 | not reported in the loaded dataset |