2023 Form 5500 filing — Roman Catholic Diocese Of Portland Diocesan Priests' Medical Benefits 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 20250106124659NAL0008023425001) for Roman Catholic Diocese Of Portland Diocesan Priests' Medical Benefits Trust, reported by Roman Catholic Bishop Of Portland under EIN 01-0212546 and plan number 501. It reports 87 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106124659NAL0008023425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roman Catholic Bishop Of Portland
- EIN
- 01-0212546
- Plan number
- 501
- Location
- Portland, ME
- Participants
- 87
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,157,078
- Total liabilities (EOY)
- $4,139
- Net assets (EOY)
- $7,152,939
- Employer contributions
- $1,476,084
- Total income / additions
- $2,206,281
- Benefits paid
- $1,162,633
- Administrative expenses
- $56,184
- Total expenses
- $1,218,817
- Net increase / (decrease)
- $987,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fl Putnam Investment Mgt Co | NONE | $26,069 | not reported in the loaded dataset |
| Baker, Newman & Noyes | NONE | $13,095 | not reported in the loaded dataset |
| Arthur J. Gallagher & Co. | NONE | $7,000 | not reported in the loaded dataset |