Elliot Health System Pension Plan — Form 5500 plan (Elliot Health System, Inc.)
Plain-English plan 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, Elliot Health System Pension Plan is a benefit plan reported by Elliot Health System, Inc. under EIN 02-0509911 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,896 participants and $277,808,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elliot Health System, Inc.
- EIN
- 02-0509911
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 1,896
- End-of-year plan assets
- $277,808,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,896 | H, C | 20241015161632NAL0058668978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,808,703
- Total liabilities (EOY)
- $3,031,467
- Net assets (EOY)
- $274,777,236
- Net assets (BOY)
- $284,376,171
Income & contributions
- Employer contributions
- $6,666,667
- Total contributions
- $6,666,667
- Total income / additions
- $35,408,388
Expenses & distributions
- Benefits paid
- $43,064,158
- Administrative expenses
- $1,943,165
- Total expenses
- $45,007,323
- Net increase / (decrease)
- -$9,598,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $244,611 | not reported in the loaded dataset | 2023 |
| Income Research & Management Co. | NONE | $77,312 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $51,715 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $50,780 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $46,366 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors LLC | NONE | $24,413 | not reported in the loaded dataset | 2023 |
| William Blair Funds | NONE | $16,667 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $12,813 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Co. | NONE | $9,812 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $7,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elliot Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Manchester, NH
- Milliman — Schedule C compensation
- Income Research & Management Co. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Resource Investment Advisors LLC — Schedule C compensation
- William Blair Funds — Schedule C compensation
- State Street Research & Management — Schedule C compensation
- Aetna Life Insurance Co. — Schedule C compensation
- William Blair — Schedule C compensation