The Retirementplus Retirement Plan For Employees Of Mount Auburn — Form 5500 plan (Mount Auburn 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, The Retirementplus Retirement Plan For Employees Of Mount Auburn is a benefit plan reported by Mount Auburn Hospital under EIN 04-2103606 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,311 participants and $588,386,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Auburn Hospital
- EIN
- 04-2103606
- Plan number
- 002
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 4,311
- End-of-year plan assets
- $588,386,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,311 | H, C | 20250715140250NAL0003416464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $588,386,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $588,386,459
- Net assets (BOY)
- $504,520,816
Income & contributions
- Employer contributions
- $8,143,064
- Participant contributions
- $12,167,703
- Total contributions
- $22,098,286
- Total income / additions
- $134,241,794
Expenses & distributions
- Benefits paid
- $50,213,816
- Administrative expenses
- $157,170
- Total expenses
- $50,376,151
- Net increase / (decrease)
- $83,865,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | CONSULTANT | $76,488 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTING | $28,200 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | LEGAL | $18,329 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | INV ADVISOR | $15,883 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKPR | $11,297 | $0 | 2023 |
| Nepc | INV ADVISOR | $6,948 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mount Auburn Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Willis Towers Watson — Schedule C compensation
- Bdo — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Nepc — Schedule C compensation