2023 Form 5500 filing — Winchester Hospital Flexible 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 20241015115611NAL0028283681001) for Winchester Hospital Flexible Pension Plan, reported by Winchester Hospital under EIN 04-2104434 and plan number 002. It reports 3,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115611NAL0028283681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winchester Hospital
- EIN
- 04-2104434
- Plan number
- 002
- Location
- Winchester, MA
- Participants
- 3,178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,262,156
- Total liabilities (EOY)
- $9,262,156
- Net assets (EOY)
- $0
- Employer contributions
- $3,555,822
- Participant contributions
- $9,441,158
- Total income / additions
- $49,785,045
- Benefits paid
- $24,728,355
- Administrative expenses
- $193,284
- Total expenses
- $24,969,245
- Net increase / (decrease)
- $24,815,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beth Israel Lahey Health | CONSULT/OTHER SERVICES | $121,890 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $25,716 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,870 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$255,094 | $0 |