Heywood Hospital Employee Retirement Savings Plan — Form 5500 plan (Heywood Hospital)
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, Heywood Hospital Employee Retirement Savings Plan is a benefit plan reported by Heywood Hospital under EIN 04-2103581 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,899 participants and $80,307,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heywood Hospital
- EIN
- 04-2103581
- Plan number
- 002
- Plan type
- 2
- Location
- Gardner, MA
- Latest filing year
- 2023
- Participants
- 1,899
- End-of-year plan assets
- $80,307,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,899 | H, C | 20250130110240NAL0000769889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,307,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,307,411
- Net assets (BOY)
- $72,449,879
Income & contributions
- Employer contributions
- $2,063,425
- Participant contributions
- $5,469,201
- Total contributions
- $7,598,591
- Total income / additions
- $18,785,443
Expenses & distributions
- Benefits paid
- $10,759,017
- Administrative expenses
- $94,655
- Total expenses
- $10,927,911
- Net increase / (decrease)
- $7,857,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners | ADVISOR | $81,250 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $69,232 | $0 | 2023 |
| Bdo Usa, Llp | AUDITOR | $24,840 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | SECURITIES BROKER | $6,100 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heywood Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Gardner, MA
- Capfinancial Partners — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation