Northeast Health System 403(B) Retirement Plan — Form 5500 plan (Northeast 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, Northeast Health System 403(B) Retirement Plan is a benefit plan reported by Northeast Health System, Inc. under EIN 04-3240453 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,544 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast Health System, Inc.
- EIN
- 04-3240453
- Plan number
- 004
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 3,544
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,544 | H, C | 20241015124141NAL0014647363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $161,915,652
Income & contributions
- Employer contributions
- $612,986
- Participant contributions
- $13,402,510
- Total contributions
- $15,300,192
- Total income / additions
- $41,501,419
Expenses & distributions
- Benefits paid
- $13,340,722
- Administrative expenses
- $199,067
- Total expenses
- $13,544,028
- Net increase / (decrease)
- $27,957,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware, Inc. | ADMIN | $147,073 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT / AUDIT | $24,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | INV ADV | $9,722 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | ADMIN | $2,427 | not reported in the loaded dataset | 2023 |
| Fid Inv Instl Ops Co | RECORDKEEPER | -$227,513 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeast Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Towers Watson Delaware, Inc. — Schedule C compensation
- Bdo — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Fid Inv Instl Ops Co — Schedule C compensation