2023 Form 5500 filing — Tufts Medicine, Inc. Master Trust
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 20241015153356NAL0050208304001) for Tufts Medicine, Inc. Master Trust, reported by Tufts Medicine, Inc. under EIN 04-2374071 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153356NAL0050208304001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Tufts Medicine, Inc.
- EIN
- 04-2374071
- Plan number
- 001
- Location
- Boston, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,851,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,851,169
- Total income / additions
- $22,367,237
- Benefits paid
- $0
- Administrative expenses
- $230,358
- Total expenses
- $230,358
- Net increase / (decrease)
- $22,136,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research & Management | NONE | $64,579 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $63,033 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $43,521 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $27,048 | $0 |
| Cbiz Cpas, P.C. | NONE | $18,993 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $12,254 | $0 |