2023 Form 5500 filing — Partners In Health 401(K) 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 20241015114110NAL0028224081001) for Partners In Health 401(K) Plan, reported by Partners In Health, A Non-Profit Corporation under EIN 04-3567502 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114110NAL0028224081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Partners In Health, A Non-Profit Corporation
- EIN
- 04-3567502
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,918,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,918,655
- Employer contributions
- $818,462
- Participant contributions
- $2,197,794
- Total income / additions
- $6,091,623
- Benefits paid
- $986,686
- Administrative expenses
- $67,543
- Total expenses
- $1,055,070
- Net increase / (decrease)
- $5,036,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $39,472 | not reported in the loaded dataset |
| Gray, Gray & Gray Llp | RETAINED BY PLAN SPONSOR | $15,000 | not reported in the loaded dataset |
| Lion Street Advisors | RETAINED BY PLAN SPONSOR | $13,500 | not reported in the loaded dataset |