Mainegeneral Health 403(B) Retirement Plan — Form 5500 plan (Mainegeneral Health)
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, Mainegeneral Health 403(B) Retirement Plan is a benefit plan reported by Mainegeneral Health under EIN 04-3369649 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,888 participants and $371,658,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mainegeneral Health
- EIN
- 04-3369649
- Plan number
- 002
- Plan type
- 2
- Location
- Waterville, ME
- Latest filing year
- 2023
- Participants
- 5,888
- End-of-year plan assets
- $371,658,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,888 | H, C | 20240725062500NAL0030574962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $371,658,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $371,658,055
- Net assets (BOY)
- $325,395,490
Income & contributions
- Employer contributions
- $3,965,498
- Participant contributions
- $18,917,565
- Total contributions
- $24,741,017
- Total income / additions
- $75,529,421
Expenses & distributions
- Benefits paid
- $28,937,116
- Administrative expenses
- $244,792
- Total expenses
- $29,266,856
- Net increase / (decrease)
- $46,262,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $179,422 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $46,800 | not reported in the loaded dataset | 2023 |
| Baker Newman Noyes | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | CONSULTING | $3,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mainegeneral Health
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Waterville, ME
- Lincoln National Corp — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Baker Newman Noyes — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation