2023 Form 5500 filing — Middlesex School Pension Account
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 20250613090328NAL0017727073001) for Middlesex School Pension Account, reported by Middlesex School under EIN 04-2103821 and plan number 005. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613090328NAL0017727073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middlesex School
- EIN
- 04-2103821
- Plan number
- 005
- Location
- Concord, MA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,931,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,931,047
- Employer contributions
- $1,076,211
- Total income / additions
- $3,932,547
- Benefits paid
- $1,853,550
- Administrative expenses
- $35,659
- Total expenses
- $1,889,209
- Net increase / (decrease)
- $2,043,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment | RECORDKEEPER | $35,659 | $0 |