2023 Form 5500 filing — St. John'S Health Care Corporation 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 20241009153912NAL0010795443001) for St. John'S Health Care Corporation Pension Plan, reported by St. John'S Health Care Corporation under EIN 16-1469476 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009153912NAL0010795443001
Filing year
2023
Form type
2
Plan sponsor
St. John'S Health Care Corporation
EIN
16-1469476
Plan number
001
Location
Rochester, NY
Participants
525
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,549,898
Total liabilities (EOY)
$0
Net assets (EOY)
$20,549,898
Employer contributions
$1,078,000
Total income / additions
$3,087,257
Benefits paid
$3,643,909
Administrative expenses
$479,388
Total expenses
$4,123,297
Net increase / (decrease)
-$1,036,040
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Harper Danesh LLCACTUARY$35,300not reported in the loaded dataset
Alesco AdvisorsNONE$34,306$0
M&T BankNONE$17,082not reported in the loaded dataset

Related Form 5500 pages