Milford Regional Medical Center Partnership Plan — Form 5500 plan (Milford Regional Medical Center)
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, Milford Regional Medical Center Partnership Plan is a benefit plan reported by Milford Regional Medical Center under EIN 04-2103602 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,870 participants and $233,515,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milford Regional Medical Center
- EIN
- 04-2103602
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, MA
- Latest filing year
- 2023
- Participants
- 2,870
- End-of-year plan assets
- $233,515,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,870 | H, C | 20241014170914NAL0026798865004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,515,330
- Net assets (EOY)
- $233,515,330
- Net assets (BOY)
- $203,831,408
Income & contributions
- Employer contributions
- $3,768,955
- Participant contributions
- $12,779,117
- Total contributions
- $17,712,873
- Total income / additions
- $49,293,174
Expenses & distributions
- Benefits paid
- $19,419,032
- Administrative expenses
- $110,816
- Total expenses
- $19,609,252
- Net increase / (decrease)
- $29,683,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Investment Advisors | INVESTMENT ADVISOR | $57,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $34,404 | $0 | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $18,800 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milford Regional Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Milford, MA
- Fiduciary Investment Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation