Hyannis, MA Form 5500 retirement and benefit plan filings

City Form 5500 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, Hyannis, MA has 25 loaded benefit plan(s) reported by 17 plan sponsor(s), with $1,119,136,937 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
25
Plan sponsors
17
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,119,136,937
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,119,136,937

Contributions & income

Employer contributions
$21,799,033
Participant contributions
$50,231,028
Total income / additions
$223,556,906

Expenses & distributions

Benefits paid / distributions
$97,613,888
Total expenses
$98,787,702
Net increase / (decrease)
$124,769,204

Coverage

Total reported participants
17,959
Plans with financial statements
15
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hyannis, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Hyannis, MA
PlanSponsorReported assets (EOY)Year
Cape Cod Healthcare 403(B) Partnership PlanCape Cod Healthcare$864,493,3922023
The Cape Cod Five Cents Savings Bank 401(K) PlanThe Cape Cod Five Cents Savings Bank$115,511,1642023
Savant Systems 401(K) Profit Sharing PlanSavant Systems, Inc.$38,359,8352023
Cape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines$32,588,4992023
Cape Cod Orthopedics And Sports Medicine, P.C. 401(K) Profit Sharing PlanCape Cod Orthopedics And Sports Medicine, P.C.$18,294,2872023
Scudder Companies Employee 401(K) Profit Sharing PlanHyannis Harbor Tours, Inc.$13,355,3662023
Depaola, Begg & Associates, Pc Profit Sharing PlanDepaola, Begg & Associates, P.C.$8,505,2712023
Cape Abilities, Inc. 403(B) Defined Contribution/Tax Sheltered Annuity PlanCape Abilities, Inc.$6,716,8832023
Housing Assistance Corporation Employee Pension PlanHousing Assistance Corporation$5,566,9362023
Living Independently Forever, Inc. Dc Retirement PlanLiving Independently Forever, Inc.$4,155,5962023
Duffy Health Center, Inc. 403(B) PlanDuffy Health Center, Inc.$3,603,6292023
Catania Hospitality Group, Inc. 401(K) PlanCatania Hospitality Group, Inc.$3,553,1002023
Sun Leasing Corp. 401k PlanSun Leasing Corp.$1,927,3462023
Cape Cod Surgical Associates, Inc., Profit Sharing PlanCape Cod Surgical Associates, Inc.$1,385,0112023
Cape Air Puerto Rico Employees Retirement PlanCape Air$1,120,6222023
Savant Systems, Inc. Health & Welfare PlanSavant Systems, Inc.not reported in the loaded dataset2023
The Cooperative Bank Of Cape Cod Vision Service PlanThe Cooperative Bank Of Cape Codnot reported in the loaded dataset2023
The Cape Cod Five Cents Savings Bank Ancillary, Dental PlansThe Cape Cod Five Cents Savings Banknot reported in the loaded dataset2023
Cape Cod Healthcare Inc. Welfare Benefit PlanCape Cod Healthcare Inc.not reported in the loaded dataset2023
Hyannis Harbor Tours Employee Welfare Benefit PlanHyannis Harbor Tours, Inc.not reported in the loaded dataset2023
Cape Abilities Health And Welfare Benefits PlanCape Abilities, Inc.not reported in the loaded dataset2023
Hyannis Air Service, Inc Employee Benefit PlanHyannis Air Service, Inc.not reported in the loaded dataset2023
Sencorpwhite, Inc. Employee Benefits PlanSencorpwhite, Inc.not reported in the loaded dataset2023
Living Independently Forever, Inc. Employee Benefits PlanLiving Independently Forever, Inc.not reported in the loaded dataset2023
Cape Cod Cooperative BankThe Cooperative Bank Of Cape Codnot reported in the loaded dataset2023

Related Form 5500 pages