Mainehealth Legacy 403(B) Retirement Plan — Form 5500 plan (Mainehealth 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, Mainehealth Legacy 403(B) Retirement Plan is a benefit plan reported by Mainehealth Services under EIN 01-0431680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,802 participants and $23,153,646 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.2MPlan net assets, end of year$23,153,646
Participants1.8KCovered participants reported1,802
Assets / participant$12.8KComputed: assets ÷ participants$12,849 (computed)
Provider compensation$1.1K2 Schedule C provider row(s)$1,150
- Plan sponsor
- Mainehealth Services
- EIN
- 01-0431680
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,802 | H, C | 20241002110613NAL0008181729001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.2M total assets
Net assets$23.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,153,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,153,646
- Net assets (BOY)
- $23,514,969
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,985,076
Expenses & distributions
- Benefits paid
- $2,704,667
- Administrative expenses
- $2,395
- Total expenses
- $2,707,062
- Net increase / (decrease)
- -$721,986
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income136%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,109 | $0 | 2023 |
| Lincoln National Corp | SERVICE PROVIDER | $41 | $0 | 2023 |