Plan5500

Exeter Health Resources 403(B) Retirement Savings Plan — Form 5500 plan (Exeter Health Resources, Inc)

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, Exeter Health Resources 403(B) Retirement Savings Plan is a benefit plan reported by Exeter Health Resources, Inc under EIN 02-0222126 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,870 participants and $171,189,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exeter Health Resources, Inc
EIN
02-0222126
Plan number
002
Plan type
2
Location
Exeter, NH
Latest filing year
2023
Participants
2,870
End-of-year plan assets
$171,189,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,870H, C20241014084623NAL0026845841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,189,331
Total liabilities (EOY)
$0
Net assets (EOY)
$171,189,331
Net assets (BOY)
$145,942,907

Income & contributions

Employer contributions
$1,504,392
Participant contributions
$10,894,976
Total contributions
$14,506,118
Total income / additions
$37,938,663

Expenses & distributions

Benefits paid
$12,176,478
Administrative expenses
$430,904
Total expenses
$12,692,239
Net increase / (decrease)
$25,246,424

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$282,619$02023
Morgan Stanley Smith BarneySERVICE PROVIDER$132,285not reported in the loaded dataset2023
Baker, Newman & Noyes LLCSERVICE PROVIDER$16,000not reported in the loaded dataset2023

Related Form 5500 pages