2023 Form 5500 filing — Woods Hole Oceanographic Institution Medical Benefit 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 20250620094721NAL0009467778001) for Woods Hole Oceanographic Institution Medical Benefit Plan, reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 502. It reports 1,486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250620094721NAL0009467778001
Filing year
2023
Form type
2
Plan sponsor
Woods Hole Oceanographic Institution
EIN
04-2105850
Plan number
502
Location
Woods Hole, MA
Participants
1,486
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,158,582
Total liabilities (EOY)
$1,300,057
Net assets (EOY)
$8,858,525
Employer contributions
$3,726,688
Participant contributions
$4,055,837
Total income / additions
$9,156,311
Benefits paid
$8,553,350
Administrative expenses
$699,693
Total expenses
$9,253,043
Net increase / (decrease)
-$96,732
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of MassNONE$478,663not reported in the loaded dataset
Cbiz Cpas P.C.NONE$43,095not reported in the loaded dataset
Pricewaterhouse LtdNONE$12,220not reported in the loaded dataset

Related Form 5500 pages