Winchester Hospital Flexible Pension Plan — Form 5500 plan (Winchester Hospital)
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, Winchester Hospital Flexible Pension Plan is a benefit plan reported by Winchester Hospital under EIN 04-2104434 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,178 participants and $9,262,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Hospital
- EIN
- 04-2104434
- Plan number
- 002
- Plan type
- 2
- Location
- Winchester, MA
- Latest filing year
- 2023
- Participants
- 3,178
- End-of-year plan assets
- $9,262,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,178 | H, C | 20241015115611NAL0028283681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,262,156
- Total liabilities (EOY)
- $9,262,156
- Net assets (EOY)
- $0
- Net assets (BOY)
- $236,591,756
Income & contributions
- Employer contributions
- $3,555,822
- Participant contributions
- $9,441,158
- Total contributions
- $14,803,810
- Total income / additions
- $49,785,045
Expenses & distributions
- Benefits paid
- $24,728,355
- Administrative expenses
- $193,284
- Total expenses
- $24,969,245
- Net increase / (decrease)
- $24,815,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beth Israel Lahey Health | CONSULT/OTHER SERVICES | $121,890 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $25,716 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,870 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$255,094 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winchester Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Winchester, MA
- Beth Israel Lahey Health — Schedule C compensation
- Bdo — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation