Waterville, 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, Waterville, ME has 21 loaded benefit plan(s) reported by 8 plan sponsor(s), with $806,975,875 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $806,975,875
- Total reported liabilities (EOY)
- $3,800
- Total reported net assets (EOY)
- $806,972,075
Contributions & income
- Employer contributions
- $14,927,294
- Participant contributions
- $28,153,256
- Total income / additions
- $155,340,484
Expenses & distributions
- Benefits paid / distributions
- $60,648,454
- Total expenses
- $61,429,689
- Net increase / (decrease)
- $93,910,795
Coverage
- Total reported participants
- 20,139
- Plans with financial statements
- 9
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mainegeneral Health 403(B) Retirement Plan | Mainegeneral Health | $371,658,055 | 2023 |
| Colby College Retirement Plan | The President & Trustees Of Colby College | $277,945,567 | 2023 |
| Mainegeneral Health Retirement Income Plan | Mainegeneral Health | $79,431,948 | 2023 |
| Thomas College Dc Retirement Plan | Thomas College | $21,440,632 | 2023 |
| Healthreach Community Health Centers 403(B) Retirement Plan | Healthreach Community Health Centers | $20,818,702 | 2023 |
| Kennebec Behavioral Health 403(B) Plan | Kennebec Behavioral Health | $19,402,637 | 2023 |
| Kennebec Valley Community Action Program Tax Deferred Annuity Plan | Kennebec Valley Community Action Program | $9,685,141 | 2023 |
| Day'S Jewelers Employee Stock Ownership Plan | H.E. Murdock Co., Inc. | $5,527,253 | 2023 |
| Woodlands Senior Living 401(K) Ps Plan | Woodlands Senior Living | $1,065,940 | 2023 |
| Kennebec Valley Community Action Program Flexible Benefits Plan | Kennebec Valley Community Action Program | not reported in the loaded dataset | 2023 |
| Kennebec Valley Community Action Program Health Benefits Plan | Kennebec Valley Community Action Program | not reported in the loaded dataset | 2023 |
| Health & Welfare Benefit Plan | H.E. Murdock Co., Inc. Dba Day'S Jewelers | not reported in the loaded dataset | 2023 |
| Healthreach Community Health Centers Welfare Benefit Plan | Healthreach Community Health Centers | not reported in the loaded dataset | 2023 |
| Colby College Group Life Insurance Plan | President & Trustees Of Colby College | not reported in the loaded dataset | 2023 |
| Colby College Health Plan | President & Trustees Of Colby College | not reported in the loaded dataset | 2023 |
| Colby College Long Term Disability Income Plan | President & Trustees Of Colby College | not reported in the loaded dataset | 2023 |
| Colby College Medical Reimbursement Plan | President & Trustees Of Colby College | not reported in the loaded dataset | 2023 |
| Consolidated Welfare Benefits Plan | Thomas College | not reported in the loaded dataset | 2023 |
| Kennebec Behavioral Health Group Life Insurance | Kennebec Behavioral Health | not reported in the loaded dataset | 2023 |
| Kennebec Behavioral Health Medical Plan | Kennebec Behavioral Health | not reported in the loaded dataset | 2023 |
| Kennebec Behavioral Health Dental Plan | Kennebec Behavioral Health | not reported in the loaded dataset | 2023 |
Largest plans in Waterville → · Waterville plans by participants → · Waterville plans with financial data → · Waterville plans with provider compensation → · $1B+ plans in Waterville →
Related Form 5500 pages
- All ME Form 5500 filings
- Mainegeneral Health 403(B) Retirement Plan (plan 002)
- Mainegeneral Health — all reported plans
- Colby College Retirement Plan (plan 001)
- The President & Trustees Of Colby College — all reported plans
- Mainegeneral Health Retirement Income Plan (plan 001)
- Thomas College Dc Retirement Plan (plan 001)
- Thomas College — all reported plans
- Healthreach Community Health Centers 403(B) Retirement Plan (plan 002)
- Healthreach Community Health Centers — all reported plans
- Kennebec Behavioral Health 403(B) Plan (plan 002)
- Kennebec Behavioral Health — all reported plans
- Kennebec Valley Community Action Program Tax Deferred Annuity Plan (plan 001)
- Kennebec Valley Community Action Program — all reported plans
- Day'S Jewelers Employee Stock Ownership Plan (plan 002)
- H.E. Murdock Co., Inc. — all reported plans
- Woodlands Senior Living 401(K) Ps Plan (plan 001)
- Woodlands Senior Living — all reported plans
- Kennebec Valley Community Action Program Flexible Benefits Plan (plan 501)
- Kennebec Valley Community Action Program Health Benefits Plan (plan 502)
- Health & Welfare Benefit Plan (plan 508)
- Healthreach Community Health Centers Welfare Benefit Plan (plan 508)
- Colby College Group Life Insurance Plan (plan 505)
- Colby College Health Plan (plan 501)
- Methodology
- Data sources