Holyoke Health Center, Inc. 403(B) Plan — Form 5500 plan (Holyoke Health Center, 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, Holyoke Health Center, Inc. 403(B) Plan is a benefit plan reported by Holyoke Health Center, Inc. under EIN 04-2492730 and plan number 002. The latest loaded filing year is 2023. The filing reports 596 participants and $14,637,192 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holyoke Health Center, Inc.
EIN
04-2492730
Plan number
002
Plan type
2
Location
Holyoke, MA
Latest filing year
2023
Participants
596
End-of-year plan assets
$14,637,192

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023596H, C20250403151830NAL0015965936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,637,192
Total liabilities (EOY)
$0
Net assets (EOY)
$14,637,192
Net assets (BOY)
$13,262,306

Income & contributions

Employer contributions
$0
Participant contributions
$1,113,218
Total contributions
$1,217,556
Total income / additions
$2,838,945

Expenses & distributions

Benefits paid
$1,446,238
Administrative expenses
$11,216
Total expenses
$1,464,059
Net increase / (decrease)
$1,374,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pasi, LLCCONTRACT ADMIN$6,129not reported in the loaded dataset2023
Empower Annuity Insurance Company OINVESTMENT MANAGEMENT$2,821not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$2,266$02023

Related Form 5500 pages