2023 Form 5500 filing — Melrosewakefield Healthcare 401(K) Savings 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 20241011103057NAL0021675377001) for Melrosewakefield Healthcare 401(K) Savings Plan, reported by Melrosewakefield Healthcare under EIN 04-2103587 and plan number 001. It reports 2,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103057NAL0021675377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Melrosewakefield Healthcare
- EIN
- 04-2103587
- Plan number
- 001
- Location
- Medford, MA
- Participants
- 2,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,166,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,166,166
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $29,824,505
- Benefits paid
- $16,758,319
- Administrative expenses
- $93,747
- Total expenses
- $16,867,765
- Net increase / (decrease)
- $12,956,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,966 | $0 |
| Cbiz Mhm, LLC. | ACCOUNTANT/AUDITOR | $19,717 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $18,027 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $17,036 | not reported in the loaded dataset |