Plan5500

Exeter Health Resources, Inc. Short Term Disability 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. Short Term Disability Plan is a benefit plan reported by Exeter Health Resources, Inc. under EIN 02-0222126 and plan number 507. The latest loaded filing year is 2023. The filing reports 1,596 participants and $215,719 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
507
Plan type
2
Location
Exeter, NH
Latest filing year
2023
Participants
1,596
End-of-year plan assets
$215,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,596H, C20240924103832NAL0012825105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,719
Total liabilities (EOY)
$92,969
Net assets (EOY)
$122,750
Net assets (BOY)
$49,191

Income & contributions

Participant contributions
$935,245
Total contributions
$935,245
Total income / additions
$946,667

Expenses & distributions

Benefits paid
$834,155
Administrative expenses
$38,953
Total expenses
$873,108
Net increase / (decrease)
$73,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Newman NoyesNONE$18,500not reported in the loaded dataset2023
Sunlife Assurance Company Of CanadaNONE$17,478not reported in the loaded dataset2023

Related Form 5500 pages