Health Management Services Pension Plan — Form 5500 plan (Health Management Services)
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, Health Management Services Pension Plan is a benefit plan reported by Health Management Services under EIN 22-2581863 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $16,165,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Management Services
- EIN
- 22-2581863
- Plan number
- 001
- Plan type
- 2
- Location
- Lynn, MA
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $16,165,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241010133547NAL0010031619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,165,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,165,693
- Net assets (BOY)
- $15,952,815
Income & contributions
- Employer contributions
- $187,642
- Participant contributions
- $835,114
- Total contributions
- $1,093,459
- Total income / additions
- $3,463,444
Expenses & distributions
- Benefits paid
- $2,417,836
- Administrative expenses
- $92,537
- Total expenses
- $2,510,373
- Net increase / (decrease)
- $953,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,590 | $0 | 2023 |
| Lpl Financial Corporation | OTHER SERVICES | $0 | $25,004 | 2023 |
| Bdo Usa, Llp | ACCOUNTANT | $0 | $20,500 | 2023 |
| The Angell Pension Group, Inc. | OTHER SERVICES | $0 | $10,397 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Management Services
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lynn, MA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation