Northern Light Health Retirement Partnership 403(B) Plan — Form 5500 plan (Eastern Maine Healthcare Systems D/B/A Northern Light Health)
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, Northern Light Health Retirement Partnership 403(B) Plan is a benefit plan reported by Eastern Maine Healthcare Systems D/B/A Northern Light Health under EIN 01-0527066 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,527 participants and $1,066,585,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Maine Healthcare Systems D/B/A Northern Light Health
- EIN
- 01-0527066
- Plan number
- 002
- Plan type
- 2
- Location
- Brewer, ME
- Latest filing year
- 2023
- Participants
- 15,527
- End-of-year plan assets
- $1,066,585,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,527 | H, C | 20240705141201NAL0008870081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,066,585,695
- Total liabilities (EOY)
- $16,715
- Net assets (EOY)
- $1,066,568,980
- Net assets (BOY)
- $937,612,891
Income & contributions
- Employer contributions
- $16,959,818
- Participant contributions
- $61,681,282
- Total contributions
- $84,859,890
- Total income / additions
- $249,917,688
Expenses & distributions
- Benefits paid
- $119,537,990
- Administrative expenses
- $1,045,768
- Total expenses
- $120,961,599
- Net increase / (decrease)
- $128,956,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $745,237 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $223,816 | not reported in the loaded dataset | 2023 |
| New England Retirement Consultants | CONSULTANT | $60,000 | not reported in the loaded dataset | 2023 |
| Berry Dunn | AUDITOR | $16,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Maine Healthcare Systems D/B/A Northern Light Health
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Brewer, ME
- Fidelity Investments Inst Oper Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- New England Retirement Consultants — Schedule C compensation
- Berry Dunn — Schedule C compensation