Clinton Hospital Association Tax Sheltered Annuity Plan — Form 5500 plan (Umass Memorial Healthalliance-Clinton Hospital, 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, Clinton Hospital Association Tax Sheltered Annuity Plan is a benefit plan reported by Umass Memorial Healthalliance-Clinton Hospital, Inc under EIN 04-2103555 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $12,659,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umass Memorial Healthalliance-Clinton Hospital, Inc
- EIN
- 04-2103555
- Plan number
- 002
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $12,659,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015142645NAL0014837811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,659,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,659,576
- Net assets (BOY)
- $10,781,413
Income & contributions
- Employer contributions
- $123,793
- Participant contributions
- $341,381
- Total contributions
- $518,002
- Total income / additions
- $2,398,311
Expenses & distributions
- Benefits paid
- $508,761
- Administrative expenses
- $11,387
- Total expenses
- $520,148
- Net increase / (decrease)
- $1,878,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohnreznick Llp | AUDITOR | $6,300 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $4,752 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $335 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umass Memorial Healthalliance-Clinton Hospital, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Leominster, MA
- Cohnreznick Llp — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation