The Massachusetts Medical Society Savings And Investment Plan — Form 5500 plan (Massachusetts Medical Society)
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, The Massachusetts Medical Society Savings And Investment Plan is a benefit plan reported by Massachusetts Medical Society under EIN 04-2050773 and plan number 002. The latest loaded filing year is 2023. The filing reports 640 participants and $158,932,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Medical Society
- EIN
- 04-2050773
- Plan number
- 002
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $158,932,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241009082453NAL0009038067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,932,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,932,308
- Net assets (BOY)
- $138,308,115
Income & contributions
- Employer contributions
- $3,511,489
- Participant contributions
- $5,958,245
- Total contributions
- $9,754,136
- Total income / additions
- $34,558,001
Expenses & distributions
- Benefits paid
- $13,801,435
- Administrative expenses
- $132,373
- Total expenses
- $13,933,808
- Net increase / (decrease)
- $20,624,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $133,727 | $0 | 2023 |