2023 Form 5500 filing — Shands Healthcare Pension Plan Ii
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 20250415170531NAL0007029410001) for Shands Healthcare Pension Plan Ii, reported by Shands Teaching Hospital And Clinics, Inc. under EIN 59-1943502 and plan number 004. It reports 7,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415170531NAL0007029410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shands Teaching Hospital And Clinics, Inc.
- EIN
- 59-1943502
- Plan number
- 004
- Location
- Gainesville, FL
- Participants
- 7,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $999,233,463
- Total liabilities (EOY)
- $91,904,143
- Net assets (EOY)
- $907,329,320
- Employer contributions
- $8,675,556
- Total income / additions
- $63,938,341
- Benefits paid
- $62,709,821
- Administrative expenses
- $8,338,822
- Total expenses
- $71,048,643
- Net increase / (decrease)
- -$7,110,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco LLC | NONE | $658,636 | not reported in the loaded dataset |
| Tcw Asset Management Company | NONE | $448,819 | not reported in the loaded dataset |
| Baillie Gifford Overseas Ltd | NONE | $409,705 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $409,013 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $258,963 | not reported in the loaded dataset |
| Mercer | NONE | $150,644 | not reported in the loaded dataset |
| Emerald Advisers,LLC | NONE | $108,307 | $0 |
| Mercer Investments LLC | NONE | $96,520 | not reported in the loaded dataset |
| Mellon Capital Management Corp | NONE | $90,996 | $0 |
| James Moore & Co | NONE | $44,625 | not reported in the loaded dataset |
| Jp Morgan Investment Managenent Inc | NONE | $31,692 | $0 |
| Bluebay Asset Management Llp | NONE | $20,885 | $0 |
| Blackburn & Company, Lc | NONE | $5,720 | not reported in the loaded dataset |