2023 Form 5500 filing — Exeter Health Resources 403(B) Retirement Savings 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 20241014084623NAL0026845841001) for Exeter Health Resources 403(B) Retirement Savings Plan, reported by Exeter Health Resources, Inc under EIN 02-0222126 and plan number 002. It reports 2,870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084623NAL0026845841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exeter Health Resources, Inc
- EIN
- 02-0222126
- Plan number
- 002
- Location
- Exeter, NH
- Participants
- 2,870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,189,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,189,331
- Employer contributions
- $1,504,392
- Participant contributions
- $10,894,976
- Total income / additions
- $37,938,663
- Benefits paid
- $12,176,478
- Administrative expenses
- $430,904
- Total expenses
- $12,692,239
- Net increase / (decrease)
- $25,246,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $282,619 | $0 |
| Morgan Stanley Smith Barney | SERVICE PROVIDER | $132,285 | not reported in the loaded dataset |
| Baker, Newman & Noyes LLC | SERVICE PROVIDER | $16,000 | not reported in the loaded dataset |