St. John'S Health Care Corporation Pension Plan — Form 5500 plan (St. John'S Health Care Corporation)
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, St. John'S Health Care Corporation Pension Plan is a benefit plan reported by St. John'S Health Care Corporation under EIN 16-1469476 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $20,549,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. John'S Health Care Corporation
- EIN
- 16-1469476
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $20,549,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241009153912NAL0010795443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,549,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,549,898
- Net assets (BOY)
- $21,585,938
Income & contributions
- Employer contributions
- $1,078,000
- Total contributions
- $1,078,000
- Total income / additions
- $3,087,257
Expenses & distributions
- Benefits paid
- $3,643,909
- Administrative expenses
- $479,388
- Total expenses
- $4,123,297
- Net increase / (decrease)
- -$1,036,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harper Danesh LLC | ACTUARY | $35,300 | not reported in the loaded dataset | 2023 |
| Alesco Advisors | NONE | $34,306 | $0 | 2023 |
| M&T Bank | NONE | $17,082 | not reported in the loaded dataset | 2023 |