2023 Form 5500 filing — Cottage Health 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 20241015101129NAL0056947938001) for Cottage Health Pension Plan, reported by Cottage Health under EIN 77-0431902 and plan number 001. It reports 4,966 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101129NAL0056947938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cottage Health
- EIN
- 77-0431902
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 4,966
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $834,847,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $834,847,402
- Employer contributions
- $858
- Participant contributions
- $18,548,968
- Total income / additions
- $113,487,020
- Benefits paid
- $23,340,270
- Administrative expenses
- $3,173,343
- Total expenses
- $26,513,613
- Net increase / (decrease)
- $86,973,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $790,624 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $249,757 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $183,569 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $121,699 | not reported in the loaded dataset |
| Frontec Xii Private Capital (Parall | NONE | $116,000 | not reported in the loaded dataset |
| Stgvi-A, L.P | NONE | $95,916 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $92,638 | not reported in the loaded dataset |
| Reams Asset Management | NONE | $85,512 | not reported in the loaded dataset |
| Advent International Fpe X-C Limite | NONE | $81,355 | not reported in the loaded dataset |
| Manulife Asset Management Us LLC | NONE | $71,230 | not reported in the loaded dataset |
| William Blair & Co. | NONE | $67,506 | not reported in the loaded dataset |
| Mill Point Capital Partners Ii-A | NONE | $65,614 | not reported in the loaded dataset |
| Bain Capital Fund Xiii, Lp | NONE | $64,400 | not reported in the loaded dataset |
| Klcp Offshore Fund Lp | NONE | $62,345 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $60,356 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $54,700 | not reported in the loaded dataset |
| Income Research & Mgmt. Inc | NONE | $52,186 | not reported in the loaded dataset |
| Thoma Bravo Fund Xv-A, Lp | NONE | $50,452 | not reported in the loaded dataset |
| Glendower Capital Sof Iv (Feeder), | NONE | $32,993 | not reported in the loaded dataset |
| Lakestar Growth I Lp | NONE | $32,876 | not reported in the loaded dataset |
| Pontifax Global Food And Agricultur | NONE | $32,077 | not reported in the loaded dataset |
| Acadian Non Us All Cop Equity Fund | NONE | $23,926 | not reported in the loaded dataset |
| 5y Capital Evolution | NONE | $23,586 | not reported in the loaded dataset |
| Emk Capital Partners Ii - B, Lp | NONE | $22,164 | not reported in the loaded dataset |
| 5y Capital Growth | NONE | $18,848 | not reported in the loaded dataset |
| Thoma Bravo Fund Xiv-A, Lp | NONE | $11,067 | not reported in the loaded dataset |
| Dalfen Last Mile Industrial Fund Iv | NONE | $10,845 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $10,669 | not reported in the loaded dataset |