Exeter Health Resources, Inc. Account Balance Pension Plan — Form 5500 plan (Exeter Health Resources, Inc.)
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, Exeter Health Resources, Inc. Account Balance Pension Plan is a benefit plan reported by Exeter Health Resources, Inc. under EIN 02-0222126 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,918 participants and $107,311,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exeter Health Resources, Inc.
- EIN
- 02-0222126
- Plan number
- 001
- Plan type
- 2
- Location
- Exeter, NH
- Latest filing year
- 2023
- Participants
- 1,918
- End-of-year plan assets
- $107,311,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,918 | H, C | 20241014115947NAL0045873296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,311,937
- Total liabilities (EOY)
- $125,917
- Net assets (EOY)
- $107,186,020
- Net assets (BOY)
- $94,964,815
Income & contributions
- Employer contributions
- $2,000
- Participant contributions
- $2,258,438
- Total contributions
- $2,260,438
- Total income / additions
- $19,206,180
Expenses & distributions
- Benefits paid
- $5,895,456
- Administrative expenses
- $1,089,519
- Total expenses
- $6,984,975
- Net increase / (decrease)
- $12,221,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal | NONE | $207,500 | not reported in the loaded dataset | 2023 |
| Bank Of America Corporation | NONE | $51,472 | not reported in the loaded dataset | 2023 |
| Gqg Partners Global Equity Fund | NONE | $43,095 | not reported in the loaded dataset | 2023 |
| Arga | NONE | $18,792 | not reported in the loaded dataset | 2023 |
| Baker Newman & Noyes LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Income And Research Management | NONE | $13,286 | not reported in the loaded dataset | 2023 |
| Somerset | NONE | $13,109 | not reported in the loaded dataset | 2023 |
| Marathon London International | NONE | $9,859 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exeter Health Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Exeter, NH
- Segal — Schedule C compensation
- Bank Of America Corporation — Schedule C compensation
- Gqg Partners Global Equity Fund — Schedule C compensation
- Arga — Schedule C compensation
- Baker Newman & Noyes LLC — Schedule C compensation
- Income And Research Management — Schedule C compensation
- Somerset — Schedule C compensation
- Marathon London International — Schedule C compensation