2023 Form 5500 filing — Vassar Brothers Hospital 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 20241011161436NAL0022301729001) for Vassar Brothers Hospital Pension Plan, reported by Vassar Brothers Hospital under EIN 14-1338586 and plan number 003. It reports 1,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161436NAL0022301729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vassar Brothers Hospital
- EIN
- 14-1338586
- Plan number
- 003
- Location
- Danbury, CT
- Participants
- 1,685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,602,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,602,851
- Employer contributions
- $10,746,588
- Total income / additions
- $25,582,457
- Benefits paid
- $5,460,072
- Administrative expenses
- $1,612,992
- Total expenses
- $7,073,064
- Net increase / (decrease)
- $18,509,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Custody Solutions | CUSTODIAN | $207,334 | not reported in the loaded dataset |
| Nepc LLC | INVESTMENT ADVISORY | $109,315 | not reported in the loaded dataset |
| Silchester International Investors | INVESTMENT MANAGEMENT | $46,524 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT | $35,535 | not reported in the loaded dataset |
| Wellington Trust | INVESTMENT MANAGEMENT | $17,874 | not reported in the loaded dataset |
| Loomis Sayles & Co | INVESTMENT MANAGEMENT | $17,407 | not reported in the loaded dataset |
| State Street Global Advisors | CUSTODIAN | $6,800 | not reported in the loaded dataset |