Plan5500

Pension Plan Of Circle Health, Inc. — Form 5500 plan (Tufts Medicine, 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, Pension Plan Of Circle Health, Inc. is a benefit plan reported by Tufts Medicine, Inc. under EIN 47-2250732 and plan number 002. The latest loaded filing year is 2023. The filing reports 725 participants and $226,881,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tufts Medicine, Inc.
EIN
47-2250732
Plan number
002
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
725
End-of-year plan assets
$226,881,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023725H, C20241015152953NAL0050186576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$226,881,728
Total liabilities (EOY)
$0
Net assets (EOY)
$226,881,728
Net assets (BOY)
$59,931,484

Income & contributions

Total contributions
$0
Total income / additions
$7,029,618

Expenses & distributions

Benefits paid
$5,010,665
Administrative expenses
$937,279
Total expenses
$5,947,944
Net increase / (decrease)
$1,081,674

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$268,209not reported in the loaded dataset2023
Cbiz Cpas P.C.NONE$32,419not reported in the loaded dataset2023
Nepc, LLCNONE$29,722not reported in the loaded dataset2023
Bank Of New York MellonNONE$27,407not reported in the loaded dataset2023
Wellington Trust Company, N.A.NONE$26,061not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$11,157$02023

Related Form 5500 pages