Pines Health Services 403(B) Plan — Form 5500 plan (Pines Health Services)
Plain-English plan 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, Pines Health Services 403(B) Plan is a benefit plan reported by Pines Health Services under EIN 01-0376890 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $12,598,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pines Health Services
- EIN
- 01-0376890
- Plan number
- 002
- Plan type
- 2
- Location
- Caribou, ME
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $12,598,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240930145929NAL0005692481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,598,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,598,033
- Net assets (BOY)
- $10,339,895
Income & contributions
- Employer contributions
- $78,789
- Participant contributions
- $730,643
- Total contributions
- $974,025
- Total income / additions
- $2,582,400
Expenses & distributions
- Benefits paid
- $278,544
- Administrative expenses
- $45,718
- Total expenses
- $324,262
- Net increase / (decrease)
- $2,258,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,905 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $16,813 | not reported in the loaded dataset | 2023 |