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Form 5500 · Retirement plan · WATERVILLE, ME

MAINEGENERAL HEALTH

The filing calls this plan MAINEGENERAL HEALTH 403(B) RETIREMENT PLAN.

MAINEGENERAL HEALTH of WATERVILLE, ME files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3369649 · plan 002 · plan year 2025, filed Jul 29, 2026

Participants at the start of the year
6,224
Contracts on file
2
Contract value
$59,789,313
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $59,789,313 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC149December$1,015,041$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC863December$58,774,272$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MAINEGENERAL HEALTH
EIN 04-3369649
LINCOLN NATIONAL CORP
Contract administrator · EIN 35-1140070
$190,365
paid directly by the plan
FIDUCIENT ADVISORS LLC
INVESTMENT ADVISOR · EIN 36-4001764
$27,360
paid directly by the plan
VERRILL DANA LLP
LEGAL · EIN 01-0176171
$7,624
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$468,615,293
Paid out in benefits
$37,627,694
Participants at the start of the year
6,224
Participants with account balances
5,753

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 01-0494526
BAKER NEWMAN & NOYES LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$16,500

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in Maine — largest plans, brokers, carriers and renewal months.