Melrosewakefield Healthcare 401(K) Savings Plan — Form 5500 plan (Melrosewakefield Healthcare)
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, Melrosewakefield Healthcare 401(K) Savings Plan is a benefit plan reported by Melrosewakefield Healthcare under EIN 04-2103587 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,889 participants and $171,166,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melrosewakefield Healthcare
- EIN
- 04-2103587
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, MA
- Latest filing year
- 2023
- Participants
- 2,889
- End-of-year plan assets
- $171,166,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,889 | H, C | 20241011103057NAL0021675377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,166,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,166,166
- Net assets (BOY)
- $158,209,426
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $29,824,505
Expenses & distributions
- Benefits paid
- $16,758,319
- Administrative expenses
- $93,747
- Total expenses
- $16,867,765
- Net increase / (decrease)
- $12,956,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,966 | $0 | 2023 |
| Cbiz Mhm, LLC. | ACCOUNTANT/AUDITOR | $19,717 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,027 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $17,036 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Melrosewakefield Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medford, MA
- Fidelity Investments Institutional — Schedule C compensation
- Cbiz Mhm, LLC. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation