Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In — Form 5500 plan (Masonic Health System Of Massachusetts, 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, Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In is a benefit plan reported by Masonic Health System Of Massachusetts, Inc. under EIN 04-3515688 and plan number 002. The latest loaded filing year is 2023. The filing reports 635 participants and $17,764,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masonic Health System Of Massachusetts, Inc.
EIN
04-3515688
Plan number
002
Plan type
2
Location
Charlton, MA
Latest filing year
2023
Participants
635
End-of-year plan assets
$17,764,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20241015113013NAL0014491939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,764,653
Total liabilities (EOY)
$0
Net assets (EOY)
$17,764,653
Net assets (BOY)
$16,069,430

Income & contributions

Employer contributions
$230,895
Participant contributions
$1,133,898
Total contributions
$1,939,037
Total income / additions
$4,506,953

Expenses & distributions

Benefits paid
$2,729,819
Administrative expenses
$59,677
Total expenses
$2,811,730
Net increase / (decrease)
$1,695,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,677$02023
Mma Securites LLCINVESTMENT ADVISORY$0$26,5002023

Related Form 5500 pages