Middlesex Retirement Savings And Investment Plan — Form 5500 plan (Middlesex 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, Middlesex Retirement Savings And Investment Plan is a benefit plan reported by Middlesex Health under EIN 22-2676137 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,612 participants and $420,093,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middlesex Health
- EIN
- 22-2676137
- Plan number
- 010
- Plan type
- 2
- Location
- Middletown, CT
- Latest filing year
- 2023
- Participants
- 6,612
- End-of-year plan assets
- $420,093,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,612 | H, C | 20240912082110NAL0018343826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $420,093,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $420,093,877
- Net assets (BOY)
- $351,485,612
Income & contributions
- Employer contributions
- $13,113,147
- Participant contributions
- $18,185,293
- Total contributions
- $35,729,077
- Total income / additions
- $92,997,826
Expenses & distributions
- Benefits paid
- $24,005,429
- Administrative expenses
- $384,132
- Total expenses
- $24,389,561
- Net increase / (decrease)
- $68,608,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marty Baron | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Keith Williams | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | NONE | $17,608 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins. & Annuity Co | NONE | $13,835 | $0 | 2023 |
| Voya Retirement Advisors, LLC | NONE | $10,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Middlesex Health
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Middletown, CT
- Marty Baron — Schedule C compensation
- Keith Williams — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins. & Annuity Co — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation