2023 Form 5500 filing — Mainehealth Legacy 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 20241002110613NAL0008181729001) for Mainehealth Legacy 403(B) Retirement Plan, reported by Mainehealth Services under EIN 01-0431680 and plan number 001. It reports 1,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002110613NAL0008181729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mainehealth Services
- EIN
- 01-0431680
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 1,802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,153,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,153,646
- Total income / additions
- $1,985,076
- Benefits paid
- $2,704,667
- Administrative expenses
- $2,395
- Total expenses
- $2,707,062
- Net increase / (decrease)
- -$721,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,109 | $0 |
| Lincoln National Corp | SERVICE PROVIDER | $41 | $0 |