2023 Form 5500 filing — Fidelity Retiree Health Reimbursement 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 20241015133814NAL0028600817001) for Fidelity Retiree Health Reimbursement Plan, reported by Fmr LLC under EIN 04-3532603 and plan number 561. It reports 60,543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$887.2MReported net assets$887,196,176
Participants60.5K60,543
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015133814NAL0028600817001
- Plan sponsor
- Fmr LLC
- EIN
- 04-3532603
- Plan number
- 561
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$894.5M total assets
Net assets$887.2MLiabilities$7.3M
Full reported line items
- Total assets (EOY)
- $894,505,364
- Total liabilities (EOY)
- $7,309,188
- Net assets (EOY)
- $887,196,176
- Total income / additions
- $94,479,570
- Benefits paid
- $22,669,357
- Administrative expenses
- $0
- Total expenses
- $22,669,357
- Net increase / (decrease)
- $71,810,213