2023 Form 5500 filing — Highmark Investment 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 20241008083313NAL0008187587001) for Highmark Investment Plan, reported by Highmark Health under EIN 45-3674900 and plan number 334. It reports 21,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.5BReported net assets$2,492,721,326
Participants21.9K21,894
Provider compensation$2.2M4 Schedule C row(s)$2,207,425
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008083313NAL0008187587001
- Plan sponsor
- Highmark Health
- EIN
- 45-3674900
- Plan number
- 334
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.5B total assets
Net assets$2.5BLiabilities$25.1K
Full reported line items
- Total assets (EOY)
- $2,492,746,476
- Total liabilities (EOY)
- $25,150
- Net assets (EOY)
- $2,492,721,326
- Employer contributions
- $110,359,466
- Participant contributions
- $129,100,563
- Total income / additions
- $622,942,866
- Benefits paid
- $160,454,517
- Administrative expenses
- $1,165,922
- Total expenses
- $161,620,439
- Net increase / (decrease)
- $461,322,427
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $1,163,447 | $0 |
| Blackrock | NONE | $955,328 | not reported in the loaded dataset |
| Mercer | NONE | $62,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $26,650 | not reported in the loaded dataset |