2023 Form 5500 filing — Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In
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 20241015113013NAL0014491939001) for Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In, reported by Masonic Health System Of Massachusetts, Inc. under EIN 04-3515688 and plan number 002. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113013NAL0014491939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonic Health System Of Massachusetts, Inc.
- EIN
- 04-3515688
- Plan number
- 002
- Location
- Charlton, MA
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,764,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,764,653
- Employer contributions
- $230,895
- Participant contributions
- $1,133,898
- Total income / additions
- $4,506,953
- Benefits paid
- $2,729,819
- Administrative expenses
- $59,677
- Total expenses
- $2,811,730
- Net increase / (decrease)
- $1,695,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,677 | $0 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $26,500 |