Woods Hole Oceanographic Institution Medical Benefit Plan — Form 5500 plan (Woods Hole Oceanographic Institution)

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, Woods Hole Oceanographic Institution Medical Benefit Plan is a benefit plan reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,486 participants and $10,158,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woods Hole Oceanographic Institution
EIN
04-2105850
Plan number
502
Plan type
2
Location
Woods Hole, MA
Latest filing year
2023
Participants
1,486
End-of-year plan assets
$10,158,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,486H, C20250620094721NAL0009467778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,158,582
Total liabilities (EOY)
$1,300,057
Net assets (EOY)
$8,858,525
Net assets (BOY)
$8,955,257

Income & contributions

Employer contributions
$3,726,688
Participant contributions
$4,055,837
Total contributions
$7,782,525
Total income / additions
$9,156,311

Expenses & distributions

Benefits paid
$8,553,350
Administrative expenses
$699,693
Total expenses
$9,253,043
Net increase / (decrease)
-$96,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MassNONE$478,663not reported in the loaded dataset2023
Cbiz Cpas P.C.NONE$43,095not reported in the loaded dataset2023
Pricewaterhouse LtdNONE$12,220not reported in the loaded dataset2023

Related Form 5500 pages