2023 Form 5500 filing — Presbyterian Healthcare Services Employees' Pension Plan Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927145809NAL0004068816001) for Presbyterian Healthcare Services Employees' Pension Plan Ii, reported by Presbyterian Healthcare Services under EIN 85-0105601 and plan number 004. It reports 1,993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927145809NAL0004068816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Healthcare Services
- EIN
- 85-0105601
- Plan number
- 004
- Location
- Albuquerque, NM
- Participants
- 1,993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,845,171
- Total liabilities (EOY)
- $26,349,403
- Net assets (EOY)
- $221,495,768
- Employer contributions
- $15,842,000
- Participant contributions
- $0
- Total income / additions
- $30,600,863
- Benefits paid
- $38,947,442
- Administrative expenses
- $2,822,908
- Total expenses
- $41,770,350
- Net increase / (decrease)
- -$11,169,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Consulting | NONE | $258,600 | not reported in the loaded dataset |
| Mercer (Us) LLC | NONE | $227,169 | not reported in the loaded dataset |
| Clarion Lion Properties Fund, Lp | NONE | $180,855 | not reported in the loaded dataset |
| Wellington Trust | NONE | $110,629 | not reported in the loaded dataset |
| Life Works | NONE | $106,080 | not reported in the loaded dataset |
| Pimco | NONE | $103,516 | not reported in the loaded dataset |
| Telus Health (Us) Ltd | NONE | $85,968 | not reported in the loaded dataset |
| Principal | NONE | $60,573 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $45,142 | $1,470 |
| Robeco Investment Management | NONE | $38,695 | $2,095 |
| Geneva Capital Management | NONE | $33,972 | $670 |
| Redw LLC | NONE | $27,457 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $20,757 | $193 |
| Mcdermott Will & Emeryllp | NONE | $16,944 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $13,296 | not reported in the loaded dataset |