Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And Welfare Fund — Form 5500 plan (Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And We)

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, Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And Welfare Fund is a benefit plan reported by Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And We under EIN 04-2901664 and plan number 501. The latest loaded filing year is 2023. The filing reports 20,744 participants and $10,405,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And We
EIN
04-2901664
Plan number
501
Plan type
2
Location
Milton, MA
Latest filing year
2023
Participants
20,744
End-of-year plan assets
$10,405,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,744H, C20250402110313NAL0005316915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,405,382
Total liabilities (EOY)
$2,202,500
Net assets (EOY)
$8,202,882
Net assets (BOY)
$7,231,310

Income & contributions

Employer contributions
$7,319,767
Participant contributions
$28,179
Total contributions
$7,347,946
Total income / additions
$7,732,949

Expenses & distributions

Benefits paid
$6,503,515
Administrative expenses
$257,862
Total expenses
$6,761,377
Net increase / (decrease)
$971,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Health Plans, Inc.NONE$132,000not reported in the loaded dataset2023

Related Form 5500 pages