2023 Form 5500 filing — The Waters Health Care Reimbursement Plan For Retirees
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 20241002131022NAL0008813633001) for The Waters Health Care Reimbursement Plan For Retirees, reported by Waters Technologies Corporation under EIN 04-3234558 and plan number 502. It reports 1,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131022NAL0008813633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waters Technologies Corporation
- EIN
- 04-3234558
- Plan number
- 502
- Location
- Milford, MA
- Participants
- 1,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,184,796
- Total liabilities (EOY)
- $492,787
- Net assets (EOY)
- $17,692,009
- Employer contributions
- $534,953
- Participant contributions
- $1,136,772
- Total income / additions
- $4,108,783
- Benefits paid
- $1,713,699
- Administrative expenses
- $171,004
- Total expenses
- $1,884,703
- Net increase / (decrease)
- $2,224,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | NONE | $60,469 | not reported in the loaded dataset |
| B-Swift | NONE | $44,768 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $36,593 | not reported in the loaded dataset |
| Milliman | NONE | $35,000 | not reported in the loaded dataset |