Massachusetts Medical Society Pension Plan — Form 5500 plan (Massachusetts Medical Society)
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, Massachusetts Medical Society Pension Plan is a benefit plan reported by Massachusetts Medical Society under EIN 04-2050773 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $146,477,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Medical Society
- EIN
- 04-2050773
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $146,477,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20241009082341NAL0009037331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,477,671
- Total liabilities (EOY)
- $33,150
- Net assets (EOY)
- $146,444,521
- Net assets (BOY)
- $144,469,635
Income & contributions
- Employer contributions
- $875,000
- Total contributions
- $875,000
- Total income / additions
- $13,138,193
Expenses & distributions
- Benefits paid
- $10,649,129
- Administrative expenses
- $514,178
- Total expenses
- $11,163,307
- Net increase / (decrease)
- $1,974,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Perrin | NONE | $239,880 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc. | NONE | $46,000 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $43,736 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management L | NONE | $39,194 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $10,000 | $0 | 2023 |
| Shenkman Capital Mgmt Inc | NONE | $4,249 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Medical Society
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Towers Perrin — Schedule C compensation
- Meketa Investment Group Inc. — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- First Eagle Investment Management L — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Shenkman Capital Mgmt Inc — Schedule C compensation