Roman Catholic Diocese Of Portland Diocesan Priests' Medical Benefits Trust — Form 5500 plan (Roman Catholic Bishop Of Portland)
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, Roman Catholic Diocese Of Portland Diocesan Priests' Medical Benefits Trust is a benefit plan reported by Roman Catholic Bishop Of Portland under EIN 01-0212546 and plan number 501. The latest loaded filing year is 2023. The filing reports 87 participants and $7,157,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roman Catholic Bishop Of Portland
- EIN
- 01-0212546
- Plan number
- 501
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $7,157,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | H, C | 20250106124659NAL0008023425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,157,078
- Total liabilities (EOY)
- $4,139
- Net assets (EOY)
- $7,152,939
- Net assets (BOY)
- $6,165,475
Income & contributions
- Employer contributions
- $1,476,084
- Total contributions
- $1,476,084
- Total income / additions
- $2,206,281
Expenses & distributions
- Benefits paid
- $1,162,633
- Administrative expenses
- $56,184
- Total expenses
- $1,218,817
- Net increase / (decrease)
- $987,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fl Putnam Investment Mgt Co | NONE | $26,069 | not reported in the loaded dataset | 2023 |
| Baker, Newman & Noyes | NONE | $13,095 | not reported in the loaded dataset | 2023 |
| Arthur J. Gallagher & Co. | NONE | $7,000 | not reported in the loaded dataset | 2023 |