Plan5500

Tufts Medical Center Physicians Organization, Inc. 403(B) Retirement Plan — Form 5500 plan (Tufts Medical Center Physicians Organization, Inc.)

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, Tufts Medical Center Physicians Organization, Inc. 403(B) Retirement Plan is a benefit plan reported by Tufts Medical Center Physicians Organization, Inc. under EIN 04-3044706 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,187 participants and $268,002,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tufts Medical Center Physicians Organization, Inc.
EIN
04-3044706
Plan number
003
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
1,187
End-of-year plan assets
$268,002,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,187H, C20240929084238NAL0007497584002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$268,002,770
Net assets (EOY)
$268,002,770
Net assets (BOY)
$225,867,672

Income & contributions

Participant contributions
$12,707,227
Total contributions
$13,766,830
Total income / additions
$58,630,118

Expenses & distributions

Benefits paid
$16,394,941
Administrative expenses
$100,079
Total expenses
$16,495,020
Net increase / (decrease)
$42,135,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupCUSTODIAN$100,054not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25not reported in the loaded dataset2023

Related Form 5500 pages