2023 Form 5500 filing — Cape Cod Healthcare 403(B) Partnership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802074621NAL0037637104001) for Cape Cod Healthcare 403(B) Partnership Plan, reported by Cape Cod Healthcare under EIN 22-2600704 and plan number 003. It reports 7,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802074621NAL0037637104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cape Cod Healthcare
- EIN
- 22-2600704
- Plan number
- 003
- Location
- Hyannis, MA
- Participants
- 7,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,493,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $864,493,392
- Employer contributions
- $13,891,198
- Participant contributions
- $36,354,523
- Total income / additions
- $163,802,006
- Benefits paid
- $68,793,404
- Administrative expenses
- $546,857
- Total expenses
- $69,662,562
- Net increase / (decrease)
- $94,139,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $459,331 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $67,228 | not reported in the loaded dataset |
| Caron & Bletzer, Plcc | ACCOUNTANT | $14,535 | not reported in the loaded dataset |
| Dkc Retirement Associates | CONSULTANT | $6,000 | not reported in the loaded dataset |