2023 Form 5500 filing — The Massachusetts Medical Society Savings And Investment 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 20241009082453NAL0009038067001) for The Massachusetts Medical Society Savings And Investment Plan, reported by Massachusetts Medical Society under EIN 04-2050773 and plan number 002. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$158.9MReported net assets$158,932,308
Participants640
Provider compensation$133.7K1 Schedule C row(s)$133,727
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009082453NAL0009038067001
- Plan sponsor
- Massachusetts Medical Society
- EIN
- 04-2050773
- Plan number
- 002
- Location
- Waltham, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$158.9M total assets
Net assets$158.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $158,932,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,932,308
- Employer contributions
- $3,511,489
- Participant contributions
- $5,958,245
- Total income / additions
- $34,558,001
- Benefits paid
- $13,801,435
- Administrative expenses
- $132,373
- Total expenses
- $13,933,808
- Net increase / (decrease)
- $20,624,193
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $133,727 | $0 |