Holyoke Medical Center, Inc. 403(B) Retirement Plan — Form 5500 plan (Holyoke Medical Center, 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, Holyoke Medical Center, Inc. 403(B) Retirement Plan is a benefit plan reported by Holyoke Medical Center, Inc. under EIN 22-2520073 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,251 participants and $59,184,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holyoke Medical Center, Inc.
EIN
22-2520073
Plan number
002
Plan type
2
Location
Holyoke, MA
Latest filing year
2023
Participants
2,251
End-of-year plan assets
$59,184,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,251H, C20241002110046NAL0008684289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,184,511
Total liabilities (EOY)
$233,496
Net assets (EOY)
$58,951,015
Net assets (BOY)
$45,219,799

Income & contributions

Employer contributions
$290,934
Participant contributions
$5,862,565
Total contributions
$8,370,156
Total income / additions
$17,466,182

Expenses & distributions

Benefits paid
$3,640,445
Administrative expenses
$94,521
Total expenses
$3,734,966
Net increase / (decrease)
$13,731,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCN/A$74,422not reported in the loaded dataset2023
Fidelity Personal Trust CompanyN/A$16,225$02023

Related Form 5500 pages