Harbor Health Services, Inc. 403(B) Plan — Form 5500 plan (Harbor Health Services, 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, Harbor Health Services, Inc. 403(B) Plan is a benefit plan reported by Harbor Health Services, Inc. under EIN 23-7100550 and plan number 001. The latest loaded filing year is 2023. The filing reports 702 participants and $39,372,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harbor Health Services, Inc.
- EIN
- 23-7100550
- Plan number
- 001
- Plan type
- 2
- Location
- Mattapan, MA
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $39,372,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20240617082349NAL0001746208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,372,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,372,950
- Net assets (BOY)
- $32,455,910
Income & contributions
- Employer contributions
- $442,928
- Participant contributions
- $2,580,421
- Total contributions
- $3,155,948
- Total income / additions
- $9,583,540
Expenses & distributions
- Benefits paid
- $2,570,031
- Administrative expenses
- $96,469
- Total expenses
- $2,666,500
- Net increase / (decrease)
- $6,917,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $53,717 | not reported in the loaded dataset | 2023 |
| Sentinel Pension Advisors, Inc. | N/A | $40,252 | not reported in the loaded dataset | 2023 |
| Fid Inv Instl Operations Co., Inc. | RECORDKEEPER | $1,245 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harbor Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Mattapan, MA
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Sentinel Pension Advisors, Inc. — Schedule C compensation
- Fid Inv Instl Operations Co., Inc. — Schedule C compensation