Bath, ME 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, Bath, ME has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $126,975,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$126.1MSummed across loaded plans$126,113,228
Total reported assets$127M$126,975,889
Total reported participants5.5K5,512
Total reported liabilities$862.7K$862,661

Reported net position

Reported assets = net assets + liabilities (summed)$127M total assets
Net assets$126.1MLiabilities$862.7K
Contributions & income
Employer contributions$5.3M
Participant contributions$7.4M
Total income / additions$29.9M
Expenses & distributions
Benefits paid / distributions$10.9M
Total expenses$11.3M
Net increase / (decrease)$18.6M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bath, ME 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 Bath, ME
PlanSponsorReported assets (EOY)Year
The Retirement Plan For Employees Of Bath Savings InstitutionBath Savings Institution$58,961,6792023
Bath Savings Institution 401(K) PlanBath Savings Institution$34,789,5472023
Five County Credit Union 401(K) Plan And TrustFive County Credit Union$16,232,1392023
Hyde Schools' Employee Retirement PlanHyde Schools$14,882,4512023
Union Worker'S Benefits Trust Dental Plan And Supplemental A&S PlanUnion Workers Benefits Trust$2,110,0732023
Five County Credit Union Life, Ad&D And Dependents Life Insurance Long Term Disability InsuranceFive County Credit Unionnot reported in the loaded dataset2023

Related Form 5500 pages