Plan5500

Exeter Health Resources, Inc. Short Term Disability 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, Inc. Short Term Disability Plan is a benefit plan reported by Exeter Health Resources, Inc. under EIN 02-0222126 and plan number 507. The latest loaded filing year is 2023. The filing reports 1,596 participants and $215,719 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$122.8KPlan net assets, end of year$122,750
Participants1.6KCovered participants reported1,596
Assets / participant$135Computed: assets ÷ participants$135 (computed)
Provider compensation$36K2 Schedule C provider row(s)$35,978
Plan sponsor
Exeter Health Resources, Inc.
EIN
02-0222126
Plan number
507
Plan type
2
Location
Exeter, NH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,596 participants · 2Sch HSch C
    View filing →
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)$215.7K total assets
Net assets$122.8KLiabilities$93K
Money in vs. money out
Total income / additions$946.7K
Total expenses$873.1K
Benefits paid / distributions$834.2K
Contributions
EmployerNot reported
Participant$935.2K
Full reported line items

Net assets

Total assets (EOY)
$215,719
Total liabilities (EOY)
$92,969
Net assets (EOY)
$122,750
Net assets (BOY)
$49,191

Income & contributions

Participant contributions
$935,245
Total contributions
$935,245
Total income / additions
$946,667

Expenses & distributions

Benefits paid
$834,155
Administrative expenses
$38,953
Total expenses
$873,108
Net increase / (decrease)
$73,559
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 assets711%Computed ratio
Benefits paid ÷ total income88%Computed ratio
Provider comp. ÷ net assets29%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Baker Newman Noyes$18.5K
    NONE · Direct $18.5K
  2. 2
    Sunlife Assurance Company Of Canada$17.5K
    NONE · Direct $17.5K

What to inspect next

Frequently asked questions

Who sponsors the Exeter Health Resources, Inc. Short Term Disability Plan?
Exeter Health Resources, Inc. Short Term Disability Plan is reported as sponsored by Exeter Health Resources, Inc. (EIN 02-0222126, plan number 507) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Exeter Health Resources, Inc. Short Term Disability Plan?
The latest Form 5500 filing year loaded for Exeter Health Resources, Inc. Short Term Disability Plan is 2023.
How many participants does Exeter Health Resources, Inc. Short Term Disability Plan report?
Exeter Health Resources, Inc. Short Term Disability Plan reports 1,596 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Exeter Health Resources, Inc. Short Term Disability Plan?
Exeter Health Resources, Inc. Short Term Disability Plan reports $215,719 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages