2023 Form 5500 filing — Parkview Health System, Inc. 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 20241011162508NAL0037669776001) for Parkview Health System, Inc. Employees Pension Plan, reported by Parkview Health System, Inc. under EIN 35-1972384 and plan number 001. It reports 4,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162508NAL0037669776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parkview Health System, Inc.
- EIN
- 35-1972384
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 4,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $449,052,317
- Total liabilities (EOY)
- $34,064,058
- Net assets (EOY)
- $414,988,259
- Employer contributions
- $8,200,000
- Total income / additions
- $47,923,060
- Benefits paid
- $24,757,901
- Administrative expenses
- $3,948,955
- Total expenses
- $28,706,856
- Net increase / (decrease)
- $19,216,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co Ll | NONE | $331,910 | $0 |
| Lincoln National Life Insurance Co | NONE | $274,312 | $0 |
| Pnc Capital Advisors | NONE | $161,290 | $0 |
| Walter Scott & Partners | NONE | $150,488 | $0 |
| Epoch Investment Management Co LLC | NONE | $141,280 | $0 |
| Buck Global, LLC | NONE | $123,368 | $0 |
| Rreef America Reit Ii, Inc | NONE | $106,704 | $0 |
| Ubs Trumbull | NONE | $85,179 | $0 |
| Wellington Trust | NONE | $72,379 | $0 |
| First Republic Bank | NONE | $53,030 | $0 |
| Highland Associates, Inc. | NONE | $49,107 | $0 |
| Wells Fargo Bank, N.A. | NONE | $27,126 | $0 |