Mitre Corporation Health Care Plan — Form 5500 plan (The Mitre 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, Mitre Corporation Health Care Plan is a benefit plan reported by The Mitre Corporation under EIN 04-2239742 and plan number 542. The latest loaded filing year is 2023. The filing reports 7,413 participants and $63,153,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mitre Corporation
EIN
04-2239742
Plan number
542
Plan type
2
Location
Bedford, MA
Latest filing year
2023
Participants
7,413
End-of-year plan assets
$63,153,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,413H, C20241014081623NAL0045288224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,153,279
Total liabilities (EOY)
$9,310,000
Net assets (EOY)
$53,843,279
Net assets (BOY)
$52,481,560

Income & contributions

Employer contributions
$126,274,005
Participant contributions
$30,399,306
Total contributions
$156,673,311
Total income / additions
$164,563,900

Expenses & distributions

Benefits paid
$156,296,804
Administrative expenses
$6,905,377
Total expenses
$163,202,181
Net increase / (decrease)
$1,361,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna HealthNONE$3,220,261not reported in the loaded dataset2023
Fidelity Inst Asset MgmtINVESTMENT MANAGER$65,510not reported in the loaded dataset2023
Bdo Usa LlpNONE$30,750not reported in the loaded dataset2023

Related Form 5500 pages