Plan5500

Windham, NH 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, Windham, NH has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $38,790,959 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Windham

  • 5 loaded plans hold $38.8M in reported assets across 5 sponsors.
  • The largest, Medicus 401(K) Plan, holds 54% of reported Windham plan assets.
  • Plans cover 800 participants — about 160 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.8MSummed across loaded plans$38,790,959
Total reported assets$38.8M$38,790,959
Total reported participants800
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.8M total assets
Net assets$38.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$3.5M
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.6M
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Windham, NH 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.

Computed from loaded plans

Windham market comparison

Largest plan share of assets54%Medicus 401(K) Plan
Participants per plan160Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Windham

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Medicus 401(K) Plan$21.1M
    Medicus Management Services, LLC · 2023
  2. 2
    A. J. Letizio Sales & Marketing, Inc. 401(K) Plan$14.9M
    A. J. Letizio Sales & Marketing, Inc. · 2023
  3. 3
    George R. Cairns & Sons, Inc. Profit Sharing Plan$2.5M
    George R. Cairns & Sons, Inc. · 2023
  4. 4
    Tauras Consulting Group, Inc. 401(K) Profit Sharing Plan$283.5K
    Tauras Consulting Group, Inc. · 2023
  5. 5
    Medicus Healthcare Solutions LLC Welfare Benefits Plannot reported in the loaded dataset
    Medicus Healthcare Solutions, LLC · 2023

Largest plans in Windham → · Windham plans by participants → · Windham plans with financial data → · Windham plans with provider compensation → · $1B+ plans in Windham →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Windham, NH?
5 plan(s) reported by 5 sponsor(s) are loaded for Windham, NH.

Related Form 5500 pages