2023 Form 5500 filing — The Retirementplus Retirement Plan For Employees Of Mount Auburn
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 20250715140250NAL0003416464001) for The Retirementplus Retirement Plan For Employees Of Mount Auburn, reported by Mount Auburn Hospital under EIN 04-2103606 and plan number 002. It reports 4,311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715140250NAL0003416464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Auburn Hospital
- EIN
- 04-2103606
- Plan number
- 002
- Location
- Cambridge, MA
- Participants
- 4,311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $588,386,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $588,386,459
- Employer contributions
- $8,143,064
- Participant contributions
- $12,167,703
- Total income / additions
- $134,241,794
- Benefits paid
- $50,213,816
- Administrative expenses
- $157,170
- Total expenses
- $50,376,151
- Net increase / (decrease)
- $83,865,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | CONSULTANT | $76,488 | not reported in the loaded dataset |
| Bdo | ACCOUNTING | $28,200 | not reported in the loaded dataset |
| Verrill Dana Llp | LEGAL | $18,329 | not reported in the loaded dataset |
| Strategic Advisors | INV ADVISOR | $15,883 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKPR | $11,297 | $0 |
| Nepc | INV ADVISOR | $6,948 | not reported in the loaded dataset |