2023 Form 5500 filing — Pension Plan Of Circle Health, Inc.
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 20241015152953NAL0050186576001) for Pension Plan Of Circle Health, Inc., reported by Tufts Medicine, Inc. under EIN 47-2250732 and plan number 002. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152953NAL0050186576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tufts Medicine, Inc.
- EIN
- 47-2250732
- Plan number
- 002
- Location
- Burlington, MA
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,881,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $226,881,728
- Total income / additions
- $7,029,618
- Benefits paid
- $5,010,665
- Administrative expenses
- $937,279
- Total expenses
- $5,947,944
- Net increase / (decrease)
- $1,081,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $268,209 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $32,419 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $29,722 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $27,407 | not reported in the loaded dataset |
| Wellington Trust Company, N.A. | NONE | $26,061 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $11,157 | $0 |