2023 Form 5500 filing — Elliot Health System 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 20241015161632NAL0058668978001) for Elliot Health System Pension Plan, reported by Elliot Health System, Inc. under EIN 02-0509911 and plan number 001. It reports 1,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161632NAL0058668978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elliot Health System, Inc.
- EIN
- 02-0509911
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 1,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,808,703
- Total liabilities (EOY)
- $3,031,467
- Net assets (EOY)
- $274,777,236
- Employer contributions
- $6,666,667
- Total income / additions
- $35,408,388
- Benefits paid
- $43,064,158
- Administrative expenses
- $1,943,165
- Total expenses
- $45,007,323
- Net increase / (decrease)
- -$9,598,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $244,611 | not reported in the loaded dataset |
| Income Research & Management Co. | NONE | $77,312 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $51,715 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $50,780 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $46,366 | not reported in the loaded dataset |
| Resource Investment Advisors LLC | NONE | $24,413 | not reported in the loaded dataset |
| William Blair Funds | NONE | $16,667 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $12,813 | not reported in the loaded dataset |
| Aetna Life Insurance Co. | NONE | $9,812 | not reported in the loaded dataset |
| William Blair | NONE | $7,593 | not reported in the loaded dataset |