2023 Form 5500 filing — Mitre Corporation Health Care 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 20241014081623NAL0045288224001) for Mitre Corporation Health Care Plan, reported by The Mitre Corporation under EIN 04-2239742 and plan number 542. It reports 7,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014081623NAL0045288224001
Filing year
2023
Form type
2
Plan sponsor
The Mitre Corporation
EIN
04-2239742
Plan number
542
Location
Bedford, MA
Participants
7,413
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$63,153,279
Total liabilities (EOY)
$9,310,000
Net assets (EOY)
$53,843,279
Employer contributions
$126,274,005
Participant contributions
$30,399,306
Total income / additions
$164,563,900
Benefits paid
$156,296,804
Administrative expenses
$6,905,377
Total expenses
$163,202,181
Net increase / (decrease)
$1,361,719
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aetna HealthNONE$3,220,261not reported in the loaded dataset
Fidelity Inst Asset MgmtINVESTMENT MANAGER$65,510not reported in the loaded dataset
Bdo Usa LlpNONE$30,750not reported in the loaded dataset

Related Form 5500 pages