Plan5500

Melrosewakefield Healthcare 403(B) Plan — Form 5500 plan (Melrosewakefield Healthcare Parent Corporation)

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, Melrosewakefield Healthcare 403(B) Plan is a benefit plan reported by Melrosewakefield Healthcare Parent Corporation under EIN 04-2103587 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,713 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants2.7KCovered participants reported2,713
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$77.1K4 Schedule C provider row(s)$77,076
Plan sponsor
Melrosewakefield Healthcare Parent Corporation
EIN
04-2103587
Plan number
002
Plan type
2
Location
Medford, MA
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
    2,713 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.

Money in vs. money out
Total income / additions$18.6M
Total expenses$8.8M
Benefits paid / distributions$8.7M
Contributions
Employer$2M
Participant$7.8M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$99,395,129

Income & contributions

Employer contributions
$2,045,464
Participant contributions
$7,829,454
Total contributions
$10,723,819
Total income / additions
$18,579,299

Expenses & distributions

Benefits paid
$8,678,252
Administrative expenses
$77,076
Total expenses
$8,765,025
Net increase / (decrease)
$9,814,274
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.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Benefits paid ÷ total income47%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Fidelity Investments Institutional$32.8K
    RECORDKEEPER · Direct $32.8K · Indirect $0
  2. 2
    Mayer Hoffman Mccann Pc$23.5K
    ACCOUNTANT/AUDITOR · Direct $23.5K
  3. 3
    Strategic Advisors, Inc.$13.1K
    ADVISOR · Direct $13.1K
  4. 4
    Sageview Advisory Group LLC$7.7K
    INVESTMENT ADVISOR · Direct $7.7K

What to inspect next

Frequently asked questions

Who sponsors the Melrosewakefield Healthcare 403(B) Plan?
Melrosewakefield Healthcare 403(B) Plan is reported as sponsored by Melrosewakefield Healthcare Parent Corporation (EIN 04-2103587, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Melrosewakefield Healthcare 403(B) Plan?
The latest Form 5500 filing year loaded for Melrosewakefield Healthcare 403(B) Plan is 2023.
How many participants does Melrosewakefield Healthcare 403(B) Plan report?
Melrosewakefield Healthcare 403(B) Plan reports 2,713 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Melrosewakefield Healthcare 403(B) Plan?
Melrosewakefield Healthcare 403(B) Plan reports $0 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