Capital Health Pension Plan — Form 5500 plan (Capital 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, Capital Health Pension Plan is a benefit plan reported by Capital Health System, Inc. under EIN 22-3548695 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,779 participants and $52,339,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capital Health System, Inc.
EIN
22-3548695
Plan number
001
Plan type
2
Location
Lawrenceville, NJ
Latest filing year
2023
Participants
1,779
End-of-year plan assets
$52,339,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,779H, C20241015095437NAL0056883474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,339,670
Total liabilities (EOY)
$179,142
Net assets (EOY)
$52,160,528
Net assets (BOY)
$54,585,207

Income & contributions

Total contributions
$0
Total income / additions
$3,511,347

Expenses & distributions

Benefits paid
$4,803,887
Administrative expenses
$1,132,139
Total expenses
$5,936,026
Net increase / (decrease)
-$2,424,679

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerN/A$953,356not reported in the loaded dataset2023
Baker Tilly Us, LlpN/A$8,000not reported in the loaded dataset2023

Related Form 5500 pages