Maine Service Employees Association Income Protection Plan & Trust — Form 5500 plan (Maine Service Employees Association Seiu Local 1989)

Plain-English plan 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, Maine Service Employees Association Income Protection Plan & Trust is a benefit plan reported by Maine Service Employees Association Seiu Local 1989 under EIN 01-0204000 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,077 participants and $8,172,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maine Service Employees Association Seiu Local 1989
EIN
01-0204000
Plan number
501
Plan type
2
Location
Augusta, ME
Latest filing year
2023
Participants
4,077
End-of-year plan assets
$8,172,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,077H, C20250415134646NAL0003315409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,172,258
Total liabilities (EOY)
$729,753
Net assets (EOY)
$7,442,505
Net assets (BOY)
$7,102,587

Income & contributions

Participant contributions
$1,516,295
Total contributions
$1,516,295
Total income / additions
$1,934,356

Expenses & distributions

Benefits paid
$1,218,161
Administrative expenses
$376,277
Total expenses
$1,594,438
Net increase / (decrease)
$339,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Maine Service Employees AssociationNONE$208,221not reported in the loaded dataset2023
Health Plans, Inc.NONE$69,454not reported in the loaded dataset2023
Eaton PeabodyNONE$33,010not reported in the loaded dataset2023
Key Private BankNONE$29,566not reported in the loaded dataset2023
Novak Francella, LLCNONE$18,500not reported in the loaded dataset2023
Varney & Co Benefits AdvisorsNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages