2023 Form 5500 filing — Northern Light Health Retirement 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 20241014080201NAL0012993795001) for Northern Light Health Retirement Partnership Plan, reported by Eastern Maine Healthcare Systems D/B/A Northern Light Health under EIN 01-0527066 and plan number 001. It reports 8,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080201NAL0012993795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Maine Healthcare Systems D/B/A Northern Light Health
- EIN
- 01-0527066
- Plan number
- 001
- Location
- Brewer, ME
- Participants
- 8,956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $278,599,458
- Total liabilities (EOY)
- $234,056
- Net assets (EOY)
- $278,365,402
- Employer contributions
- $33,700,000
- Total income / additions
- $64,314,331
- Benefits paid
- $41,134,943
- Administrative expenses
- $7,055,963
- Total expenses
- $48,190,906
- Net increase / (decrease)
- $16,123,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $346,382 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT ADVISOR | $214,272 | not reported in the loaded dataset |
| Usi Consulting Group | CONSULTANT | $161,006 | not reported in the loaded dataset |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $78,781 | not reported in the loaded dataset |
| Berry Dunn | AUDITOR | $24,465 | not reported in the loaded dataset |