The Memorial Hospital Defined Benefit Pension Plan And Trust — Form 5500 plan (Care New England)
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, The Memorial Hospital Defined Benefit Pension Plan And Trust is a benefit plan reported by Care New England under EIN 05-0259004 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,577 participants and $84,474,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Care New England
- EIN
- 05-0259004
- Plan number
- 001
- Plan type
- 2
- Location
- Pawtucket, RI
- Latest filing year
- 2023
- Participants
- 1,577
- End-of-year plan assets
- $84,474,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,577 | H, C | 20241015163135NAL0015084547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,474,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,474,581
- Net assets (BOY)
- $85,186,664
Income & contributions
- Employer contributions
- $232,500
- Total contributions
- $232,500
- Total income / additions
- $8,992,717
Expenses & distributions
- Benefits paid
- $8,099,235
- Administrative expenses
- $1,605,565
- Total expenses
- $9,704,800
- Net increase / (decrease)
- -$712,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $165,712 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | NONE | $50,160 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $43,193 | $0 | 2023 |
| Acadian Asset Management | NONE | $43,115 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Partners | NONE | $39,295 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $19,293 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $18,066 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $16,954 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management Inc | NONE | $14,936 | not reported in the loaded dataset | 2023 |
| Ryder Court Global | NONE | $11,474 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Care New England
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Pawtucket, RI
- Willis Towers Watson Us LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Bank Of America — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Mondrian Investment Partners — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Aberdeen Asset Management Inc — Schedule C compensation
- Ryder Court Global — Schedule C compensation