2023 Form 5500 filing — Healthalliance Partnership Retirement Savings 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 20241015142438NAL0056649682001) for Healthalliance Partnership Retirement Savings Plan, reported by Umass Memorial Healthalliance-Clinton Hospital, Inc under EIN 04-2103555 and plan number 003. It reports 2,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142438NAL0056649682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umass Memorial Healthalliance-Clinton Hospital, Inc
- EIN
- 04-2103555
- Plan number
- 003
- Location
- Leominster, MA
- Participants
- 2,049
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,981,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,981,257
- Employer contributions
- $1,328,833
- Participant contributions
- $4,302,051
- Total income / additions
- $22,056,344
- Benefits paid
- $12,967,270
- Administrative expenses
- $95,031
- Total expenses
- $13,058,849
- Net increase / (decrease)
- $8,997,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $67,989 | $0 |
| Cohnreznick Llp | AUDITOR | $19,635 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $4,560 | not reported in the loaded dataset |
| Strategic Advisors, Inc | INVESTMENT ADVISOR | $2,847 | not reported in the loaded dataset |