2023 Form 5500 filing — Middlesex Retirement Savings And Investment 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 20240912082110NAL0018343826001) for Middlesex Retirement Savings And Investment Plan, reported by Middlesex Health under EIN 22-2676137 and plan number 010. It reports 6,612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912082110NAL0018343826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middlesex Health
- EIN
- 22-2676137
- Plan number
- 010
- Location
- Middletown, CT
- Participants
- 6,612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $420,093,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $420,093,877
- Employer contributions
- $13,113,147
- Participant contributions
- $18,185,293
- Total income / additions
- $92,997,826
- Benefits paid
- $24,005,429
- Administrative expenses
- $384,132
- Total expenses
- $24,389,561
- Net increase / (decrease)
- $68,608,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marty Baron | NONE | $21,000 | not reported in the loaded dataset |
| Keith Williams | NONE | $21,000 | not reported in the loaded dataset |
| Morningstar Investment Management | NONE | $17,608 | not reported in the loaded dataset |
| Voya Retirement Ins. & Annuity Co | NONE | $13,835 | $0 |
| Voya Retirement Advisors, LLC | NONE | $10,588 | not reported in the loaded dataset |