2023 Form 5500 filing — Mayo Healthcare Retirement Savings 403(B) 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 20241009122043NAL0010598515001) for Mayo Healthcare Retirement Savings 403(B) Plan, reported by Mayo Healthcare, Inc. under EIN 03-0140186 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122043NAL0010598515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayo Healthcare, Inc.
- EIN
- 03-0140186
- Plan number
- 001
- Location
- Northfield, VT
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,362,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,362,476
- Employer contributions
- $44,313
- Participant contributions
- $75,336
- Total income / additions
- $483,971
- Benefits paid
- $51,043
- Administrative expenses
- $23,654
- Total expenses
- $74,697
- Net increase / (decrease)
- $409,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Riversedge Advanced Retirement Solu | RECORDKEEPER | $11,727 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $7,272 | not reported in the loaded dataset |