2023 Form 5500 filing — Catholic Medical Center 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 20250415141048NAL0003413201001) for Catholic Medical Center Pension Plan, reported by Catholic Healthcare Trust under EIN 02-0315693 and plan number 005. It reports 1,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141048NAL0003413201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Healthcare Trust
- EIN
- 02-0315693
- Plan number
- 005
- Location
- Manchester, NH
- Participants
- 1,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $221,250,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,250,544
- Employer contributions
- $1,068,321
- Total income / additions
- $28,878,855
- Benefits paid
- $12,029,826
- Administrative expenses
- $1,886,210
- Total expenses
- $13,916,036
- Net increase / (decrease)
- $14,962,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $317,795 | not reported in the loaded dataset |
| Marathon International | NONE | $47,847 | not reported in the loaded dataset |
| New England Private Wealth Advisors | NONE | $33,500 | not reported in the loaded dataset |