Plan5500

Mainehealth Legacy 403(B) Retirement Plan — Form 5500 plan (Mainehealth Services)

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, Mainehealth Legacy 403(B) Retirement Plan is a benefit plan reported by Mainehealth Services under EIN 01-0431680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,802 participants and $23,153,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mainehealth Services
EIN
01-0431680
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
1,802
End-of-year plan assets
$23,153,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,802H, C20241002110613NAL0008181729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,153,646
Total liabilities (EOY)
$0
Net assets (EOY)
$23,153,646
Net assets (BOY)
$23,514,969

Income & contributions

Total contributions
$0
Total income / additions
$1,985,076

Expenses & distributions

Benefits paid
$2,704,667
Administrative expenses
$2,395
Total expenses
$2,707,062
Net increase / (decrease)
-$721,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$1,109$02023
Lincoln National CorpSERVICE PROVIDER$41$02023

Related Form 5500 pages