Middlesex Corporation Retirement Savings Plan — Form 5500 plan (The Middlesex 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, Middlesex Corporation Retirement Savings Plan is a benefit plan reported by The Middlesex Corporation under EIN 04-2534615 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,046 participants and $102,656,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Middlesex Corporation
EIN
04-2534615
Plan number
001
Plan type
2
Location
Littleton, MA
Latest filing year
2023
Participants
1,046
End-of-year plan assets
$102,656,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,046H, C20241011105135NAL0012388851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,656,093
Total liabilities (EOY)
$0
Net assets (EOY)
$102,656,093
Net assets (BOY)
$86,944,368

Income & contributions

Employer contributions
$6,461,240
Participant contributions
$5,406,961
Total contributions
$12,445,347
Total income / additions
$28,457,196

Expenses & distributions

Benefits paid
$12,492,493
Administrative expenses
$177,505
Total expenses
$12,745,471
Net increase / (decrease)
$15,711,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$135,207$02023
Ubs Financial Services IncNONE$42,000not reported in the loaded dataset2023

Related Form 5500 pages