2023 Form 5500 filing — Mainegeneral Health Pension 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 20241011061527NAL0042727330001) for Mainegeneral Health Pension Plan, reported by Mainegeneral Health under EIN 04-3369649 and plan number 004. It reports 2,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011061527NAL0042727330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mainegeneral Health
- EIN
- 04-3369649
- Plan number
- 004
- Location
- Augusta, ME
- Participants
- 2,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,062,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,062,231
- Employer contributions
- $2,283,078
- Total income / additions
- $14,067,527
- Benefits paid
- $8,883,261
- Administrative expenses
- $1,422,047
- Total expenses
- $10,305,308
- Net increase / (decrease)
- $3,762,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | NONE | $128,392 | not reported in the loaded dataset |
| Fiducient | NONE | $64,706 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | NONE | $30,742 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | NONE | $29,010 | not reported in the loaded dataset |
| Baker, Newman And Noyes | NONE | $15,000 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $14,258 | not reported in the loaded dataset |
| Ssga Real Asset | NONE | $12,217 | not reported in the loaded dataset |
| Verrill Dana Llp | NONE | $9,954 | not reported in the loaded dataset |