Marlborough Hospital Defined Contribution Plan — Form 5500 plan (Marlborough 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, Marlborough Hospital Defined Contribution Plan is a benefit plan reported by Marlborough Hospital under EIN 04-2104693 and plan number 002. The latest loaded filing year is 2023. The filing reports 961 participants and $48,089,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marlborough Hospital
- EIN
- 04-2104693
- Plan number
- 002
- Plan type
- 2
- Location
- Marlborough, MA
- Latest filing year
- 2023
- Participants
- 961
- End-of-year plan assets
- $48,089,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 961 | H, C | 20241014140510NAL0027507009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,089,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,089,410
- Net assets (BOY)
- $40,982,666
Income & contributions
- Employer contributions
- $703,295
- Participant contributions
- $2,557,120
- Total contributions
- $3,501,576
- Total income / additions
- $10,329,297
Expenses & distributions
- Benefits paid
- $3,157,508
- Administrative expenses
- $48,137
- Total expenses
- $3,222,553
- Net increase / (decrease)
- $7,106,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,210 | $0 | 2023 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | INVESTMENT ADVISOR | $2,597 | not reported in the loaded dataset | 2023 |
| Dimeo Schneider | INVESTMENT ADVISOR | $1,830 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marlborough Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Marlborough, MA
- Fidelity Investments Institutional — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Dimeo Schneider — Schedule C compensation