The Holyoke Hospital Pension Plan — Form 5500 plan (Holyoke Medical Center, 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, The Holyoke Hospital Pension Plan is a benefit plan reported by Holyoke Medical Center, Inc. under EIN 22-2520073 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,323 participants and $798,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holyoke Medical Center, Inc.
- EIN
- 22-2520073
- Plan number
- 001
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 1,323
- End-of-year plan assets
- $798,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,323 | H, C | 20250915113040NAL0001298448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $798,587
- Total liabilities (EOY)
- $798,587
- Net assets (EOY)
- $0
- Net assets (BOY)
- $84,551,154
Income & contributions
- Employer contributions
- $14,700,260
- Total contributions
- $14,275,068
- Total income / additions
- $16,519,267
Expenses & distributions
- Benefits paid
- $100,191,392
- Administrative expenses
- $879,029
- Total expenses
- $101,070,421
- Net increase / (decrease)
- -$84,551,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | NONE | $453,561 | not reported in the loaded dataset | 2023 |
| Shepherd Kaplan LLC | NONE | $261,675 | not reported in the loaded dataset | 2023 |
| Penchecks, Inc. | NONE | $29,136 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $10,443 | not reported in the loaded dataset | 2023 |
| Meyer Brothers Kalicka, P.C. | NONE | $10,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holyoke Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Holyoke, MA
- Sentinel Benefits Group, LLC — Schedule C compensation
- Shepherd Kaplan LLC — Schedule C compensation
- Penchecks, Inc. — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- Meyer Brothers Kalicka, P.C. — Schedule C compensation