Melrosewakefield Healthcare 403(B) Plan — Form 5500 plan (Melrosewakefield Healthcare Parent Corporation)
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 403(B) Plan is a benefit plan reported by Melrosewakefield Healthcare Parent Corporation under EIN 04-2103587 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,713 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melrosewakefield Healthcare Parent Corporation
- EIN
- 04-2103587
- Plan number
- 002
- Plan type
- 2
- Location
- Medford, MA
- Latest filing year
- 2023
- Participants
- 2,713
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,713 | H, C | 20240716075429NAL0001377683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $99,395,129
Income & contributions
- Employer contributions
- $2,045,464
- Participant contributions
- $7,829,454
- Total contributions
- $10,723,819
- Total income / additions
- $18,579,299
Expenses & distributions
- Benefits paid
- $8,678,252
- Administrative expenses
- $77,076
- Total expenses
- $8,765,025
- Net increase / (decrease)
- $9,814,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,793 | $0 | 2023 |
| Mayer Hoffman Mccann Pc | ACCOUNTANT/AUDITOR | $23,502 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,101 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $7,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Melrosewakefield Healthcare Parent Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medford, MA
- Fidelity Investments Institutional — Schedule C compensation
- Mayer Hoffman Mccann Pc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation