Healthcare South Retirement Plan — Form 5500 plan (Healthcare South P.C.)
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, Healthcare South Retirement Plan is a benefit plan reported by Healthcare South P.C. under EIN 04-3283986 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $66,208,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcare South P.C.
- EIN
- 04-3283986
- Plan number
- 001
- Plan type
- 2
- Location
- Rockland, MA
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $66,208,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241004125358NAL0006706179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,208,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,208,297
- Net assets (BOY)
- $59,563,170
Income & contributions
- Employer contributions
- $1,794,394
- Participant contributions
- $1,331,471
- Total contributions
- $3,668,117
- Total income / additions
- $10,865,213
Expenses & distributions
- Benefits paid
- $3,931,484
- Administrative expenses
- $288,602
- Total expenses
- $4,220,086
- Net increase / (decrease)
- $6,645,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sergio Decurtis | 0 | $97,714 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $78,171 | not reported in the loaded dataset | 2023 |
| New England Investment Consultants | 0 | $52,114 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | 0 | $45,600 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $10,473 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthcare South P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Rockland, MA
- Sergio Decurtis — Schedule C compensation
- New England Pension Plan Systems, L — Schedule C compensation
- New England Investment Consultants — Schedule C compensation
- Matrix Trust Company — Schedule C compensation