2023 Form 5500 filing — Tufts Medical Center Physicians Organization, Inc. 403(B) Retirement 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 20240929084238NAL0007497584002) for Tufts Medical Center Physicians Organization, Inc. 403(B) Retirement Plan, reported by Tufts Medical Center Physicians Organization, Inc. under EIN 04-3044706 and plan number 003. It reports 1,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929084238NAL0007497584002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tufts Medical Center Physicians Organization, Inc.
- EIN
- 04-3044706
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 1,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,002,770
- Net assets (EOY)
- $268,002,770
- Participant contributions
- $12,707,227
- Total income / additions
- $58,630,118
- Benefits paid
- $16,394,941
- Administrative expenses
- $100,079
- Total expenses
- $16,495,020
- Net increase / (decrease)
- $42,135,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | CUSTODIAN | $100,054 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25 | not reported in the loaded dataset |