2023 Form 5500 filing — Massachusetts Medical Society Pension 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 20241009082341NAL0009037331001) for Massachusetts Medical Society Pension Plan, reported by Massachusetts Medical Society under EIN 04-2050773 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082341NAL0009037331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Massachusetts Medical Society
- EIN
- 04-2050773
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,477,671
- Total liabilities (EOY)
- $33,150
- Net assets (EOY)
- $146,444,521
- Employer contributions
- $875,000
- Total income / additions
- $13,138,193
- Benefits paid
- $10,649,129
- Administrative expenses
- $514,178
- Total expenses
- $11,163,307
- Net increase / (decrease)
- $1,974,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Perrin | NONE | $239,880 | not reported in the loaded dataset |
| Meketa Investment Group Inc. | NONE | $46,000 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $43,736 | not reported in the loaded dataset |
| First Eagle Investment Management L | NONE | $39,194 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $10,000 | $0 |
| Shenkman Capital Mgmt Inc | NONE | $4,249 | not reported in the loaded dataset |