2023 Form 5500 filing — Pines Health Services 403(B) 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 20240930145929NAL0005692481001) for Pines Health Services 403(B) Plan, reported by Pines Health Services under EIN 01-0376890 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930145929NAL0005692481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pines Health Services
- EIN
- 01-0376890
- Plan number
- 002
- Location
- Caribou, ME
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,598,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,598,033
- Employer contributions
- $78,789
- Participant contributions
- $730,643
- Total income / additions
- $2,582,400
- Benefits paid
- $278,544
- Administrative expenses
- $45,718
- Total expenses
- $324,262
- Net increase / (decrease)
- $2,258,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,905 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $16,813 | not reported in the loaded dataset |