2023 Form 5500 filing — Tax Sheltered Annuity Plan For Employees Of Northern Maine Medical Center To Include Forest Hill And Valley Medical Association
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 20241007160600NAL0026646208001) for Tax Sheltered Annuity Plan For Employees Of Northern Maine Medical Center To Include Forest Hill And Valley Medical Association, reported by Northern Maine Medical Center under EIN 01-0234189 and plan number 001. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007160600NAL0026646208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Maine Medical Center
- EIN
- 01-0234189
- Plan number
- 001
- Location
- Fort Kent, ME
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,707,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,707,334
- Employer contributions
- $435,781
- Participant contributions
- $1,401,669
- Total income / additions
- $6,486,179
- Benefits paid
- $5,926,190
- Administrative expenses
- $37,602
- Total expenses
- $5,965,051
- Net increase / (decrease)
- $521,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old Port Advisors | SERVICE PROVIDER | $21,000 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $16,602 | $0 |