2023 Form 5500 filing — Anna Jaques 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 20241015134500NAL0056439122005) for Anna Jaques 403(B) Retirement Plan, reported by Anna Jaques Hospital under EIN 04-2104338 and plan number 002. It reports 1,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134500NAL0056439122005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anna Jaques Hospital
- EIN
- 04-2104338
- Plan number
- 002
- Location
- Newburyport, MA
- Participants
- 1,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,183,703
- Net assets (EOY)
- $75,183,703
- Employer contributions
- $1,309,409
- Participant contributions
- $3,223,286
- Total income / additions
- $14,287,995
- Benefits paid
- $5,771,741
- Administrative expenses
- $146,055
- Total expenses
- $5,917,796
- Net increase / (decrease)
- $8,370,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Service Company | NONE | $134,669 | $0 |