2023 Form 5500 filing — Northeast Health System 403(B) Retirement 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 20241015124141NAL0014647363001) for Northeast Health System 403(B) Retirement Plan, reported by Northeast Health System, Inc. under EIN 04-3240453 and plan number 004. It reports 3,544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124141NAL0014647363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northeast Health System, Inc.
- EIN
- 04-3240453
- Plan number
- 004
- Location
- Burlington, MA
- Participants
- 3,544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $612,986
- Participant contributions
- $13,402,510
- Total income / additions
- $41,501,419
- Benefits paid
- $13,340,722
- Administrative expenses
- $199,067
- Total expenses
- $13,544,028
- Net increase / (decrease)
- $27,957,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware, Inc. | ADMIN | $147,073 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT / AUDIT | $24,500 | not reported in the loaded dataset |
| Strategic Advisors | INV ADV | $9,722 | not reported in the loaded dataset |
| Nepc, LLC | ADMIN | $2,427 | not reported in the loaded dataset |
| Fid Inv Instl Ops Co | RECORDKEEPER | -$227,513 | $0 |