Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity — Form 5500 plan (Pension Fund For Hospital And Health Care Employees)
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, Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity is a benefit plan reported by Pension Fund For Hospital And Health Care Employees under EIN 23-2627428 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,289 participants and $356,115,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Fund For Hospital And Health Care Employees
- EIN
- 23-2627428
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 11,289
- End-of-year plan assets
- $356,115,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,289 | H, C | 20241014125040NAL0046010224003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $356,115,209
- Total liabilities (EOY)
- $119,270
- Net assets (EOY)
- $355,995,939
- Net assets (BOY)
- $356,303,429
Income & contributions
- Employer contributions
- $23,620,278
- Total contributions
- $23,620,278
- Total income / additions
- $54,194,632
Expenses & distributions
- Benefits paid
- $52,338,293
- Administrative expenses
- $2,163,829
- Total expenses
- $54,502,122
- Net increase / (decrease)
- -$307,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $524,612 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $307,544 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $0 | $135,234 | 2023 |
| Cynthia Blassingame | EMPLOYEE | $110,721 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co. | NONE | $94,085 | $0 | 2023 |
| Intercontinental Re Group | NONE | $92,829 | not reported in the loaded dataset | 2023 |
| White Oak Yield Spectrum Peer Fd Lp | NONE | $92,303 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $88,000 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $81,142 | 2023 |
| Eric Brooks | EMPLOYEE | $80,916 | not reported in the loaded dataset | 2023 |
| Angelo, Gordon & Co. | NONE | $0 | $70,095 | 2023 |
| Morgan, Lewis & Bockius | NONE | $69,430 | not reported in the loaded dataset | 2023 |
| Pamela A Smith Strite | EMPLOYEE | $57,863 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefits Technology | NONE | $51,928 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $51,750 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $51,256 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $44,323 | not reported in the loaded dataset | 2023 |
| Benefit3, Inc. | NONE | $43,240 | not reported in the loaded dataset | 2023 |
| Adrian Hurst | EMPLOYEE | $42,664 | not reported in the loaded dataset | 2023 |
| Berta Shkodra | EMPLOYEE | $38,349 | not reported in the loaded dataset | 2023 |
| Shawn Bohannan | EMPLOYEE | $36,364 | not reported in the loaded dataset | 2023 |
| Evelyn Alameda | EMPLOYEE | $35,906 | not reported in the loaded dataset | 2023 |
| Blair Devalia | EMPLOYEE | $29,839 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $22,621 | not reported in the loaded dataset | 2023 |
| Landmark Equity Advisors LLC | NONE | $0 | $8,298 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension Fund For Hospital And Health Care Employees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Segal Marco Advisors — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Cynthia Blassingame — Schedule C compensation
- Smith Graham & Co. — Schedule C compensation
- Intercontinental Re Group — Schedule C compensation
- White Oak Yield Spectrum Peer Fd Lp — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Eric Brooks — Schedule C compensation
- Angelo, Gordon & Co. — Schedule C compensation
- Morgan, Lewis & Bockius — Schedule C compensation
- Pamela A Smith Strite — Schedule C compensation
- Bridgeway Benefits Technology — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Benefit3, Inc. — Schedule C compensation
- Adrian Hurst — Schedule C compensation
- Berta Shkodra — Schedule C compensation
- Shawn Bohannan — Schedule C compensation
- Evelyn Alameda — Schedule C compensation
- Blair Devalia — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Landmark Equity Advisors LLC — Schedule C compensation