Western Connecticut Health Network Pension Plan — Form 5500 plan (Western Connecticut Health Network, 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, Western Connecticut Health Network Pension Plan is a benefit plan reported by Western Connecticut Health Network, Inc. under EIN 22-2594977 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,880 participants and $964,118,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Connecticut Health Network, Inc.
- EIN
- 22-2594977
- Plan number
- 001
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 8,880
- End-of-year plan assets
- $964,118,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,880 | H, C | 20250715141224NAL0001374723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $964,118,251
- Total liabilities (EOY)
- $1,075,733
- Net assets (EOY)
- $963,042,518
- Net assets (BOY)
- $880,569,581
Income & contributions
- Total contributions
- $0
- Total income / additions
- $140,486,125
Expenses & distributions
- Benefits paid
- $53,960,538
- Administrative expenses
- $4,052,650
- Total expenses
- $58,013,188
- Net increase / (decrease)
- $82,472,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc LLC | CONSULTING | $1,416,182 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | INVESTMENT MANAGEMENT | $1,086,851 | not reported in the loaded dataset | 2023 |
| Principal Costodial Solutions | TRUSTEE | $364,378 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | INVESTMENT MANAGEMENT | $273,374 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT | $59,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Connecticut Health Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Nepc LLC — Schedule C compensation
- Sei Trust Company — Schedule C compensation
- Principal Costodial Solutions — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Marcum Llp — Schedule C compensation