2023 Form 5500 filing — Milford Regional Medical Center Partnership 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 20241014170914NAL0026798865004) for Milford Regional Medical Center Partnership Plan, reported by Milford Regional Medical Center under EIN 04-2103602 and plan number 001. It reports 2,870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170914NAL0026798865004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milford Regional Medical Center
- EIN
- 04-2103602
- Plan number
- 001
- Location
- Milford, MA
- Participants
- 2,870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,515,330
- Net assets (EOY)
- $233,515,330
- Employer contributions
- $3,768,955
- Participant contributions
- $12,779,117
- Total income / additions
- $49,293,174
- Benefits paid
- $19,419,032
- Administrative expenses
- $110,816
- Total expenses
- $19,609,252
- Net increase / (decrease)
- $29,683,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors | INVESTMENT ADVISOR | $57,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $34,404 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $18,800 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $0 | $0 |