Affiliated Healthcare Systems Retirement Partnership 401(K) Plan — Form 5500 plan (Affiliated Healthcare Systems)
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, Affiliated Healthcare Systems Retirement Partnership 401(K) Plan is a benefit plan reported by Affiliated Healthcare Systems under EIN 01-0385322 and plan number 002. The latest loaded filing year is 2023. The filing reports 925 participants and $33,032,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affiliated Healthcare Systems
- EIN
- 01-0385322
- Plan number
- 002
- Plan type
- 2
- Location
- Brewer, ME
- Latest filing year
- 2023
- Participants
- 925
- End-of-year plan assets
- $33,032,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 925 | H, C | 20240705143931NAL0013826144002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,032,534
- Net assets (EOY)
- $33,032,534
- Net assets (BOY)
- $34,568,725
Income & contributions
- Employer contributions
- $30,251
- Participant contributions
- $183,748
- Total contributions
- $321,620
- Total income / additions
- $5,638,253
Expenses & distributions
- Benefits paid
- $7,144,551
- Administrative expenses
- $27,778
- Total expenses
- $7,174,444
- Net increase / (decrease)
- -$1,536,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Oper Co. | RECORDKEEPER | $15,703 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,302 | not reported in the loaded dataset | 2023 |