2023 Form 5500 filing — Hcsc Post Retirement Benefit 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 20241014142101NAL0026393905001) for Hcsc Post Retirement Benefit Plan, reported by Health Care Service Corporation, A Mutual Legal Reserve Co, under EIN 36-1236610 and plan number 512. It reports 4,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142101NAL0026393905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Care Service Corporation, A Mutual Legal Reserve Co,
- EIN
- 36-1236610
- Plan number
- 512
- Location
- Richardson, TX
- Participants
- 4,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $246,932,201
- Total liabilities (EOY)
- $465,077
- Net assets (EOY)
- $246,467,124
- Employer contributions
- $27,389,224
- Participant contributions
- $7,249,335
- Total income / additions
- $66,622,265
- Benefits paid
- $35,075,277
- Administrative expenses
- $1,846,135
- Total expenses
- $36,921,412
- Net increase / (decrease)
- $29,700,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wiilis Towers Watson | ACTUARY | $98,890 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGER | $89,923 | not reported in the loaded dataset |
| Ernst & Young | AUDITING | $46,332 | not reported in the loaded dataset |
| The Northern Trust Company | INVESTMENT MANAGER/TRUSTE | $33,751 | not reported in the loaded dataset |