2023 Form 5500 filing — Retirement Plan For Employees Of Emerson Hospital
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 20250715121050NAL0002041889001) for Retirement Plan For Employees Of Emerson Hospital, reported by Emerson Health System, Inc. under EIN 04-2770977 and plan number 001. It reports 1,727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715121050NAL0002041889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emerson Health System, Inc.
- EIN
- 04-2770977
- Plan number
- 001
- Location
- Concord, MA
- Participants
- 1,727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,210,435
- Total liabilities (EOY)
- $72,384
- Net assets (EOY)
- $71,138,051
- Employer contributions
- $4,078,000
- Total income / additions
- $16,135,568
- Benefits paid
- $5,680,978
- Administrative expenses
- $1,540,047
- Total expenses
- $7,221,025
- Net increase / (decrease)
- $8,914,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $152,632 | not reported in the loaded dataset |
| Schwab Retirement Plan Services | NONE | $91,716 | not reported in the loaded dataset |