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, Anna Jaques 403(B) Retirement Plan is a benefit plan reported by Anna Jaques Hospital under EIN 04-2104338 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,127 participants and $75,183,703 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,183,703
- Net assets (EOY)
- $75,183,703
- Net assets (BOY)
- $66,813,504
Income & contributions
- Employer contributions
- $1,309,409
- Participant contributions
- $3,223,286
- Total contributions
- $4,629,183
- Total income / additions
- $14,287,995
Expenses & distributions
- Benefits paid
- $5,771,741
- Administrative expenses
- $146,055
- Total expenses
- $5,917,796
- Net increase / (decrease)
- $8,370,199