2023 Form 5500 filing — Boca Raton Regional Hospital Employees Pension Plan
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 20241003113549NAL0019517074001) for Boca Raton Regional Hospital Employees Pension Plan, reported by Boca Raton Regional Hospital, Inc. under EIN 59-1006663 and plan number 001. It reports 1,715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113549NAL0019517074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boca Raton Regional Hospital, Inc.
- EIN
- 59-1006663
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 1,715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,539,442
- Total liabilities (EOY)
- $325,220
- Net assets (EOY)
- $76,214,222
- Employer contributions
- $3,898,000
- Total income / additions
- $17,040,994
- Benefits paid
- $47,987,542
- Administrative expenses
- $1,743,379
- Total expenses
- $49,730,921
- Net increase / (decrease)
- -$32,689,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $168,622 | not reported in the loaded dataset |
| Bank Of America | NONE | $109,444 | not reported in the loaded dataset |
| Columbia Investment Mgmt Advisors | NONE | $69,887 | not reported in the loaded dataset |
| Mfs Investment Management | NONE | $24,275 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $13,318 | not reported in the loaded dataset |
| Blackrock Investment Management | NONE | $12,311 | not reported in the loaded dataset |
| Delware Investments | NONE | $10,202 | not reported in the loaded dataset |
| Martin Currie Investment Management | NONE | $9,479 | not reported in the loaded dataset |
| Aristotle Capital Management, LLC | NONE | $9,392 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $8,358 | not reported in the loaded dataset |
| Tcw Asset Management Co LLC | NONE | $7,853 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $7,688 | not reported in the loaded dataset |
| Peregrine Capital Management | NONE | $7,641 | not reported in the loaded dataset |