2023 Form 5500 filing — Holyoke Medical Center, 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 20241002110046NAL0008684289001) for Holyoke Medical Center, Inc. 403(B) Retirement Plan, reported by Holyoke Medical Center, Inc. under EIN 22-2520073 and plan number 002. It reports 2,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002110046NAL0008684289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holyoke Medical Center, Inc.
- EIN
- 22-2520073
- Plan number
- 002
- Location
- Holyoke, MA
- Participants
- 2,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,184,511
- Total liabilities (EOY)
- $233,496
- Net assets (EOY)
- $58,951,015
- Employer contributions
- $290,934
- Participant contributions
- $5,862,565
- Total income / additions
- $17,466,182
- Benefits paid
- $3,640,445
- Administrative expenses
- $94,521
- Total expenses
- $3,734,966
- Net increase / (decrease)
- $13,731,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $74,422 | not reported in the loaded dataset |
| Fidelity Personal Trust Company | N/A | $16,225 | $0 |