2023 Form 5500 filing — Holyoke Health Center, Inc. 403(B) 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 20250403151830NAL0015965936001) for Holyoke Health Center, Inc. 403(B) Plan, reported by Holyoke Health Center, Inc. under EIN 04-2492730 and plan number 002. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403151830NAL0015965936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holyoke Health Center, Inc.
- EIN
- 04-2492730
- Plan number
- 002
- Location
- Holyoke, MA
- Participants
- 596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,637,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,637,192
- Employer contributions
- $0
- Participant contributions
- $1,113,218
- Total income / additions
- $2,838,945
- Benefits paid
- $1,446,238
- Administrative expenses
- $11,216
- Total expenses
- $1,464,059
- Net increase / (decrease)
- $1,374,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasi, LLC | CONTRACT ADMIN | $6,129 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | INVESTMENT MANAGEMENT | $2,821 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,266 | $0 |