Emerson Health System Retirement Savings Plan — 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, Emerson Health System Retirement Savings Plan is a benefit plan reported by Emerson Health System, Inc. under EIN 04-2770977 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,745 participants and $166,518,353 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
- 006
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 2,745
- End-of-year plan assets
- $166,518,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,745 | H, C | 20241015093726NAL0014326867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,518,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $166,518,353
- Net assets (BOY)
- $143,751,867
Income & contributions
- Employer contributions
- $2,136,142
- Participant contributions
- $11,036,095
- Total contributions
- $14,785,641
- Total income / additions
- $39,338,405
Expenses & distributions
- Benefits paid
- $16,311,529
- Administrative expenses
- $238,316
- Total expenses
- $16,571,919
- Net increase / (decrease)
- $22,766,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $193,746 | $0 | 2023 |
| Captrust | CONSULTANT | $36,153 | not reported in the loaded dataset | 2023 |
| Ej Callahan | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
| Test | OTHER | $5,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emerson Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- Fidelity Investments Institutional — Schedule C compensation
- Captrust — Schedule C compensation
- Ej Callahan — Schedule C compensation
- Test — Schedule C compensation