2023 Form 5500 filing — Heywood Hospital Employee 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 20250130110240NAL0000769889001) for Heywood Hospital Employee Retirement Savings Plan, reported by Heywood Hospital under EIN 04-2103581 and plan number 002. It reports 1,899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130110240NAL0000769889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heywood Hospital
- EIN
- 04-2103581
- Plan number
- 002
- Location
- Gardner, MA
- Participants
- 1,899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,307,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,307,411
- Employer contributions
- $2,063,425
- Participant contributions
- $5,469,201
- Total income / additions
- $18,785,443
- Benefits paid
- $10,759,017
- Administrative expenses
- $94,655
- Total expenses
- $10,927,911
- Net increase / (decrease)
- $7,857,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | ADVISOR | $81,250 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $69,232 | $0 |
| Bdo Usa, Llp | AUDITOR | $24,840 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | SECURITIES BROKER | $6,100 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |