2023 Form 5500 filing — Exeter Health Resources, Inc. Account Balance 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 20241014115947NAL0045873296001) for Exeter Health Resources, Inc. Account Balance Pension Plan, reported by Exeter Health Resources, Inc. under EIN 02-0222126 and plan number 001. It reports 1,918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115947NAL0045873296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exeter Health Resources, Inc.
- EIN
- 02-0222126
- Plan number
- 001
- Location
- Exeter, NH
- Participants
- 1,918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,311,937
- Total liabilities (EOY)
- $125,917
- Net assets (EOY)
- $107,186,020
- Employer contributions
- $2,000
- Participant contributions
- $2,258,438
- Total income / additions
- $19,206,180
- Benefits paid
- $5,895,456
- Administrative expenses
- $1,089,519
- Total expenses
- $6,984,975
- Net increase / (decrease)
- $12,221,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal | NONE | $207,500 | not reported in the loaded dataset |
| Bank Of America Corporation | NONE | $51,472 | not reported in the loaded dataset |
| Gqg Partners Global Equity Fund | NONE | $43,095 | not reported in the loaded dataset |
| Arga | NONE | $18,792 | not reported in the loaded dataset |
| Baker Newman & Noyes LLC | NONE | $15,000 | not reported in the loaded dataset |
| Income And Research Management | NONE | $13,286 | not reported in the loaded dataset |
| Somerset | NONE | $13,109 | not reported in the loaded dataset |
| Marathon London International | NONE | $9,859 | not reported in the loaded dataset |