2023 Form 5500 filing — The Memorial Hospital Defined Benefit Pension Plan And Trust
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 20241015163135NAL0015084547001) for The Memorial Hospital Defined Benefit Pension Plan And Trust, reported by Care New England under EIN 05-0259004 and plan number 001. It reports 1,577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163135NAL0015084547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care New England
- EIN
- 05-0259004
- Plan number
- 001
- Location
- Pawtucket, RI
- Participants
- 1,577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,474,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,474,581
- Employer contributions
- $232,500
- Total income / additions
- $8,992,717
- Benefits paid
- $8,099,235
- Administrative expenses
- $1,605,565
- Total expenses
- $9,704,800
- Net increase / (decrease)
- -$712,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $165,712 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | NONE | $50,160 | not reported in the loaded dataset |
| Bank Of America | NONE | $43,193 | $0 |
| Acadian Asset Management | NONE | $43,115 | not reported in the loaded dataset |
| Mondrian Investment Partners | NONE | $39,295 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $19,293 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $18,066 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $16,954 | not reported in the loaded dataset |
| Aberdeen Asset Management Inc | NONE | $14,936 | not reported in the loaded dataset |
| Ryder Court Global | NONE | $11,474 | not reported in the loaded dataset |