Plan5500

Mainehealth 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 403(B) Retirement Plan is a benefit plan reported by Mainehealth Services under EIN 01-0431680 and plan number 002. The latest loaded filing year is 2023. The filing reports 28,959 participants and $2,133,663,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mainehealth Services
EIN
01-0431680
Plan number
002
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
28,959
End-of-year plan assets
$2,133,663,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328,959H, C20241002110445NAL0008180977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,133,663,491
Total liabilities (EOY)
$0
Net assets (EOY)
$2,133,663,491
Net assets (BOY)
$1,779,274,060

Income & contributions

Employer contributions
$66,862,939
Participant contributions
$133,294,361
Total contributions
$221,412,901
Total income / additions
$488,209,804

Expenses & distributions

Benefits paid
$136,230,246
Administrative expenses
$1,742,911
Total expenses
$138,600,572
Net increase / (decrease)
$349,609,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$1,585,061$02023
Capfinancial Partners LLCCONSULTING$95,750not reported in the loaded dataset2023
Pension Benefit InformationCONSULTING$62,100not reported in the loaded dataset2023

Related Form 5500 pages