2023 Form 5500 filing — Health Management Services 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 20241010133547NAL0010031619001) for Health Management Services Pension Plan, reported by Health Management Services under EIN 22-2581863 and plan number 001. It reports 394 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)$16.2MReported net assets$16,165,693

Participants394

Provider compensation$148.5K4 Schedule C row(s)$148,491

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010133547NAL0010031619001
Plan sponsor: Health Management Services
EIN: 22-2581863
Plan number: 001
Location: Lynn, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$16.2M total assets

Net assets$16.2MLiabilities$0

Money in vs. money out

Total income / additions$3.5M

Total expenses$2.5M

Benefits paid / distributions$2.4M

Contributions

Employer$187.6K

Participant$835.1K

Full reported line items

Total assets (EOY): $16,165,693
Total liabilities (EOY): $0
Net assets (EOY): $16,165,693
Employer contributions: $187,642
Participant contributions: $835,114
Total income / additions: $3,463,444
Benefits paid: $2,417,836
Administrative expenses: $92,537
Total expenses: $2,510,373
Net increase / (decrease): $953,071

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$92.6K
CONTRACT ADMINISTRATOR · Direct $92.6K · Indirect $0
2
Lpl Financial Corporation$25K
OTHER SERVICES · Direct $0 · Indirect $25K
3
Bdo Usa, Llp$20.5K
ACCOUNTANT · Direct $0 · Indirect $20.5K
4
The Angell Pension Group, Inc.$10.4K
OTHER SERVICES · Direct $0 · Indirect $10.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010133547NAL0010031619001 cover?: It is the 2023 Form 5500 filing for Health Management Services Pension Plan, reported by Health Management Services (EIN 22-2581863).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).