Gatehouse Management, Inc. Welfare Benefit Plan — Form 5500 plan (Gatehouse Management, 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, Gatehouse Management, Inc. Welfare Benefit Plan is a benefit plan reported by Gatehouse Management, Inc. under EIN 04-3247041 and plan number 501. The latest loaded filing year is 2023. The filing reports 48 participants and $132,943 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$107.3KPlan net assets, end of year$107,251
Participants48Covered participants reported
Assets / participant$2.8KComputed: assets ÷ participants$2,770 (computed)
Provider compensation$6.7K4 Schedule C provider row(s)$6,727
- Plan sponsor
- Gatehouse Management, Inc.
- EIN
- 04-3247041
- Plan number
- 501
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I, C | 20240624092203NAL0005846849001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$132.9K total assets
Net assets$107.3KLiabilities$25.7K
Full reported line items
Net assets
- Total assets (EOY)
- $132,943
- Total liabilities (EOY)
- $25,692
- Net assets (EOY)
- $107,251
- Net assets (BOY)
- $87,647
Income & contributions
- Employer contributions
- $80,344
- Participant contributions
- $18,085
- Total income / additions
- $99,086
Expenses & distributions
- Benefits paid
- $36,073
- Administrative expenses
- $630
- Total expenses
- $79,482
- Net increase / (decrease)
- $19,604
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
82%18%
Employer 82%Participant 18%
Total expenses ÷ net assets74%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets6%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Insurance Services (Ri) | BROKER | $2,993 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $2,547 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $630 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $557 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gatehouse Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mansfield, MA
- Usi Insurance Services (Ri) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- Connectcare3 — Schedule C compensation