Southcoast Health System Partnership Plan — Form 5500 plan (Southcoast Hospitals Group, 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, Southcoast Health System Partnership Plan is a benefit plan reported by Southcoast Hospitals Group, Inc. under EIN 22-2592333 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,974 participants and $1,044,767,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southcoast Hospitals Group, Inc.
- EIN
- 22-2592333
- Plan number
- 001
- Plan type
- 2
- Location
- New Bedford, MA
- Latest filing year
- 2023
- Participants
- 9,974
- End-of-year plan assets
- $1,044,767,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,974 | H, C | 20240926160208NAL0000906673002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,044,767,970
- Net assets (EOY)
- $1,044,767,970
- Net assets (BOY)
- $950,043,361
Income & contributions
- Employer contributions
- $23,338,674
- Participant contributions
- $43,090,901
- Total contributions
- $68,803,899
- Total income / additions
- $184,952,296
Expenses & distributions
- Benefits paid
- $88,703,627
- Administrative expenses
- $687,748
- Total expenses
- $90,227,687
- Net increase / (decrease)
- $94,724,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $546,098 | $0 | 2023 |
| Sageview Advisory Group | CONSULTANT | $119,921 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pplc | AUDITOR | $19,000 | not reported in the loaded dataset | 2023 |
| Corrigan Financial Inc. | SECURITIES BROKER | $5,365 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,830 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southcoast Hospitals Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in New Bedford, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Caron & Bletzer, Pplc — Schedule C compensation
- Corrigan Financial Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation