Cape Cod Healthcare 403(B) Partnership Plan — Form 5500 plan (Cape Cod Healthcare)
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, Cape Cod Healthcare 403(B) Partnership Plan is a benefit plan reported by Cape Cod Healthcare under EIN 22-2600704 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,308 participants and $864,493,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Cod Healthcare
- EIN
- 22-2600704
- Plan number
- 003
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 7,308
- End-of-year plan assets
- $864,493,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,308 | H, C | 20240802074621NAL0037637104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $864,493,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $864,493,392
- Net assets (BOY)
- $770,353,948
Income & contributions
- Employer contributions
- $13,891,198
- Participant contributions
- $36,354,523
- Total contributions
- $56,110,886
- Total income / additions
- $163,802,006
Expenses & distributions
- Benefits paid
- $68,793,404
- Administrative expenses
- $546,857
- Total expenses
- $69,662,562
- Net increase / (decrease)
- $94,139,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $459,331 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $67,228 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Plcc | ACCOUNTANT | $14,535 | not reported in the loaded dataset | 2023 |
| Dkc Retirement Associates | CONSULTANT | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cape Cod Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Hyannis, MA
- Lincoln National Corporation — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Caron & Bletzer, Plcc — Schedule C compensation
- Dkc Retirement Associates — Schedule C compensation