Kaleida Health Pension Growth Plan — Form 5500 plan (Kaleida Health Corporate Benefits)
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, Kaleida Health Pension Growth Plan is a benefit plan reported by Kaleida Health Corporate Benefits under EIN 16-1533232 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,603 participants and $775,707,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaleida Health Corporate Benefits
- EIN
- 16-1533232
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 9,603
- End-of-year plan assets
- $775,707,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,603 | H, C | 20241015140502NAL0029907217003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $775,707,519
- Total liabilities (EOY)
- $17,281
- Net assets (EOY)
- $775,690,238
- Net assets (BOY)
- $708,033,217
Income & contributions
- Employer contributions
- $33,300,000
- Total contributions
- $33,300,000
- Total income / additions
- $106,926,238
Expenses & distributions
- Benefits paid
- $36,825,300
- Administrative expenses
- $2,443,917
- Total expenses
- $39,269,217
- Net increase / (decrease)
- $67,657,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Audax Direct Lending Solutions Fund | INVESTMENT MANAGER | $588,698 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTANT | $450,153 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | ACTUARIAL | $393,738 | not reported in the loaded dataset | 2023 |
| Kaleida Health | PLAN SPONSOR | $221,806 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management Lcc | INVESTMENT MANAGER | $205,274 | not reported in the loaded dataset | 2023 |
| Dra Advisors, LLC | INVESTMENT MANAGER | $137,271 | not reported in the loaded dataset | 2023 |
| Cohen & Steers Capital Management | INVESTMENT MANAGER | $124,536 | not reported in the loaded dataset | 2023 |
| Frontrange Capital Partners | INVESTMENT MANAGER | $97,500 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | INVESTMENT MANAGER | $91,991 | not reported in the loaded dataset | 2023 |
| Elliott Management Corporation | INVESTMENT MANAGER | $61,220 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company Lp | INVESTMENT MANAGER | $42,386 | not reported in the loaded dataset | 2023 |
| Backstop Solutions Group LLC | INVESTMENT MANAGER | $22,398 | not reported in the loaded dataset | 2023 |
| Hancock Capital Partners | INVESTMENT MANAGER | $5,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaleida Health Corporate Benefits
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Audax Direct Lending Solutions Fund — Schedule C compensation
- Mercer — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Kaleida Health — Schedule C compensation
- Lazard Asset Management Lcc — Schedule C compensation
- Dra Advisors, LLC — Schedule C compensation
- Cohen & Steers Capital Management — Schedule C compensation
- Frontrange Capital Partners — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Elliott Management Corporation — Schedule C compensation
- Loomis, Sayles & Company Lp — Schedule C compensation
- Backstop Solutions Group LLC — Schedule C compensation
- Hancock Capital Partners — Schedule C compensation