2023 Form 5500 filing — Commonspirit Health Erisa Retirement 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 20241015183940NAL0029397921001) for Commonspirit Health Erisa Retirement Plan, reported by Chi St. Luke'S Health under EIN 76-0536232 and plan number 001. It reports 9,643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183940NAL0029397921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chi St. Luke'S Health
- EIN
- 76-0536232
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 9,643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,945,907
- Total liabilities (EOY)
- $2,135,204
- Net assets (EOY)
- $65,810,703
- Total income / additions
- $8,540,323
- Benefits paid
- $449,588,788
- Administrative expenses
- $5,477,059
- Total expenses
- $455,065,847
- Net increase / (decrease)
- -$446,525,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $3,327,723 | not reported in the loaded dataset |
| Fidelity | NONE | $1,342,024 | not reported in the loaded dataset |
| Blackrock Inst. Trust Company | NONE | $593,130 | not reported in the loaded dataset |
| State Street | NONE | $90,000 | not reported in the loaded dataset |
| Polsinelli | NONE | $69,198 | not reported in the loaded dataset |
| K&L Gates | NONE | $40,363 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $5,385 | not reported in the loaded dataset |