2023 Form 5500 filing — Kaleida Health Pension Growth 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 20241015140502NAL0029907217003) for Kaleida Health Pension Growth Plan, reported by Kaleida Health Corporate Benefits under EIN 16-1533232 and plan number 001. It reports 9,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140502NAL0029907217003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaleida Health Corporate Benefits
- EIN
- 16-1533232
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 9,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $775,707,519
- Total liabilities (EOY)
- $17,281
- Net assets (EOY)
- $775,690,238
- Employer contributions
- $33,300,000
- Total income / additions
- $106,926,238
- Benefits paid
- $36,825,300
- Administrative expenses
- $2,443,917
- Total expenses
- $39,269,217
- Net increase / (decrease)
- $67,657,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Audax Direct Lending Solutions Fund | INVESTMENT MANAGER | $588,698 | not reported in the loaded dataset |
| Mercer | CONSULTANT | $450,153 | not reported in the loaded dataset |
| Usi Consulting Group | ACTUARIAL | $393,738 | not reported in the loaded dataset |
| Kaleida Health | PLAN SPONSOR | $221,806 | not reported in the loaded dataset |
| Lazard Asset Management Lcc | INVESTMENT MANAGER | $205,274 | not reported in the loaded dataset |
| Dra Advisors, LLC | INVESTMENT MANAGER | $137,271 | not reported in the loaded dataset |
| Cohen & Steers Capital Management | INVESTMENT MANAGER | $124,536 | not reported in the loaded dataset |
| Frontrange Capital Partners | INVESTMENT MANAGER | $97,500 | not reported in the loaded dataset |
| Sands Capital Management | INVESTMENT MANAGER | $91,991 | not reported in the loaded dataset |
| Elliott Management Corporation | INVESTMENT MANAGER | $61,220 | not reported in the loaded dataset |
| Loomis, Sayles & Company Lp | INVESTMENT MANAGER | $42,386 | not reported in the loaded dataset |
| Backstop Solutions Group LLC | INVESTMENT MANAGER | $22,398 | not reported in the loaded dataset |
| Hancock Capital Partners | INVESTMENT MANAGER | $5,605 | not reported in the loaded dataset |