Mainegeneral Health Pension 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 Pension Plan is a benefit plan reported by Mainegeneral Health under EIN 04-3369649 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,272 participants and $101,062,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mainegeneral Health
- EIN
- 04-3369649
- Plan number
- 004
- Plan type
- 2
- Location
- Augusta, ME
- Latest filing year
- 2023
- Participants
- 2,272
- End-of-year plan assets
- $101,062,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,272 | H, C | 20241011061527NAL0042727330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,062,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,062,231
- Net assets (BOY)
- $97,300,012
Income & contributions
- Employer contributions
- $2,283,078
- Total contributions
- $2,283,078
- Total income / additions
- $14,067,527
Expenses & distributions
- Benefits paid
- $8,883,261
- Administrative expenses
- $1,422,047
- Total expenses
- $10,305,308
- Net increase / (decrease)
- $3,762,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $128,392 | not reported in the loaded dataset | 2023 |
| Fiducient | NONE | $64,706 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | NONE | $30,742 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group, Inc. | NONE | $29,010 | not reported in the loaded dataset | 2023 |
| Baker, Newman And Noyes | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $14,258 | not reported in the loaded dataset | 2023 |
| Ssga Real Asset | NONE | $12,217 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | NONE | $9,954 | 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 Augusta, ME
- Charles Schwab — Schedule C compensation
- Fiducient — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Usi Consulting Group, Inc. — Schedule C compensation
- Baker, Newman And Noyes — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Ssga Real Asset — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation