Mainegeneral Health Retirement Income Plan — Form 5500 plan (Mainegeneral Health)
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, Mainegeneral Health Retirement Income Plan is a benefit plan reported by Mainegeneral Health under EIN 04-3369649 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,411 participants and $79,431,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mainegeneral Health
- EIN
- 04-3369649
- Plan number
- 001
- Plan type
- 2
- Location
- Waterville, ME
- Latest filing year
- 2023
- Participants
- 5,411
- End-of-year plan assets
- $79,431,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,411 | H, C | 20240725062700NAL0008018099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,431,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,431,948
- Net assets (BOY)
- $70,659,565
Income & contributions
- Employer contributions
- $4,550,342
- Total contributions
- $4,550,342
- Total income / additions
- $15,157,997
Expenses & distributions
- Benefits paid
- $6,214,795
- Administrative expenses
- $170,819
- Total expenses
- $6,385,614
- Net increase / (decrease)
- $8,772,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Group | SERVICE PROVIDER | $135,750 | $0 | 2023 |
| Baker Newman Noyes | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | LEGAL | $8,069 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mainegeneral Health
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Waterville, ME
- Lincoln Financial Group — Schedule C compensation
- Baker Newman Noyes — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation