Plan5500

Partners In Health 401(K) Plan — Form 5500 plan (Partners In Health, A Non-Profit Corporation)

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, Partners In Health 401(K) Plan is a benefit plan reported by Partners In Health, A Non-Profit Corporation under EIN 04-3567502 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $18,918,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partners In Health, A Non-Profit Corporation
EIN
04-3567502
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
454
End-of-year plan assets
$18,918,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20241015114110NAL0028224081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,918,655
Total liabilities (EOY)
$0
Net assets (EOY)
$18,918,655
Net assets (BOY)
$13,882,102

Income & contributions

Employer contributions
$818,462
Participant contributions
$2,197,794
Total contributions
$3,248,188
Total income / additions
$6,091,623

Expenses & distributions

Benefits paid
$986,686
Administrative expenses
$67,543
Total expenses
$1,055,070
Net increase / (decrease)
$5,036,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY PLAN SPONSOR$39,472not reported in the loaded dataset2023
Gray, Gray & Gray LlpRETAINED BY PLAN SPONSOR$15,000not reported in the loaded dataset2023
Lion Street AdvisorsRETAINED BY PLAN SPONSOR$13,500not reported in the loaded dataset2023

Related Form 5500 pages