2023 Form 5500 filing — Southcoast Health System Partnership 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 20240926160208NAL0000906673002) for Southcoast Health System Partnership Plan, reported by Southcoast Hospitals Group, Inc. under EIN 22-2592333 and plan number 001. It reports 9,974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926160208NAL0000906673002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southcoast Hospitals Group, Inc.
- EIN
- 22-2592333
- Plan number
- 001
- Location
- New Bedford, MA
- Participants
- 9,974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,044,767,970
- Net assets (EOY)
- $1,044,767,970
- Employer contributions
- $23,338,674
- Participant contributions
- $43,090,901
- Total income / additions
- $184,952,296
- Benefits paid
- $88,703,627
- Administrative expenses
- $687,748
- Total expenses
- $90,227,687
- Net increase / (decrease)
- $94,724,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $546,098 | $0 |
| Sageview Advisory Group | CONSULTANT | $119,921 | not reported in the loaded dataset |
| Caron & Bletzer, Pplc | AUDITOR | $19,000 | not reported in the loaded dataset |
| Corrigan Financial Inc. | SECURITIES BROKER | $5,365 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,830 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |