2023 Form 5500 filing — Osf Saint Francis, 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 20241015091833NAL0016046131001) for Osf Saint Francis, Inc. Employees Pension Plan, reported by Pointcore, Inc. under EIN 36-3484677 and plan number 001. It reports 2,662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091833NAL0016046131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pointcore, Inc.
- EIN
- 36-3484677
- Plan number
- 001
- Location
- Peoria, IL
- Participants
- 2,662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,482,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,482,806
- Employer contributions
- $151,689
- Total income / additions
- $11,793,980
- Benefits paid
- $14,576,158
- Administrative expenses
- $40,828
- Total expenses
- $14,616,986
- Net increase / (decrease)
- -$2,823,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | NONE | $40,828 | not reported in the loaded dataset |