Retirement Plan For Employees Of Emerson Hospital — Form 5500 plan (Emerson Health System, 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, Retirement Plan For Employees Of Emerson Hospital is a benefit plan reported by Emerson Health System, Inc. under EIN 04-2770977 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,727 participants and $71,210,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emerson Health System, Inc.
EIN
04-2770977
Plan number
001
Plan type
2
Location
Concord, MA
Latest filing year
2023
Participants
1,727
End-of-year plan assets
$71,210,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,727H, C20250715121050NAL0002041889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,210,435
Total liabilities (EOY)
$72,384
Net assets (EOY)
$71,138,051
Net assets (BOY)
$62,223,508

Income & contributions

Employer contributions
$4,078,000
Total contributions
$4,078,000
Total income / additions
$16,135,568

Expenses & distributions

Benefits paid
$5,680,978
Administrative expenses
$1,540,047
Total expenses
$7,221,025
Net increase / (decrease)
$8,914,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$152,632not reported in the loaded dataset2023
Schwab Retirement Plan ServicesNONE$91,716not reported in the loaded dataset2023

Related Form 5500 pages