Tufts Medical Center Physicians Organization, Inc. 401(A) Retirement Plan — Form 5500 plan (Tufts Medical Center Physicians Organization, 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, Tufts Medical Center Physicians Organization, Inc. 401(A) Retirement Plan is a benefit plan reported by Tufts Medical Center Physicians Organization, Inc. under EIN 04-3044706 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,284 participants and $435,372,628 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$435.4MPlan net assets, end of year$435,372,628
Participants1.3KCovered participants reported1,284
Assets / participant$339.1KComputed: assets ÷ participants$339,075 (computed)
Provider compensation$86.6K1 Schedule C provider row(s)$86,617
Plan sponsor
Tufts Medical Center Physicians Organization, Inc.
EIN
04-3044706
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,284H, C20240929084238NAL0007497584001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$435.4M total assets
Net assets$435.4MLiabilities
Money in vs. money out
Total income / additions$84.7M
Total expenses$26.1M
Benefits paid / distributions$26M
Contributions
Employer$12.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$435,372,628
Net assets (EOY)
$435,372,628
Net assets (BOY)
$376,737,449

Income & contributions

Employer contributions
$12,171,938
Total contributions
$12,171,938
Total income / additions
$84,692,724

Expenses & distributions

Benefits paid
$25,970,928
Administrative expenses
$86,617
Total expenses
$26,057,545
Net increase / (decrease)
$58,635,179
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.PLAN CUSTODIAN$86,617$02023

Related Form 5500 pages