Premier Health Partners Employees Retirement Plan — Form 5500 plan (Premier Health Partners)
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, Premier Health Partners Employees Retirement Plan is a benefit plan reported by Premier Health Partners under EIN 31-1446699 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,551 participants and $711,834,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Health Partners
- EIN
- 31-1446699
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 16,551
- End-of-year plan assets
- $711,834,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,551 | H, C | 20240930181419NAL0006077089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $711,834,990
- Total liabilities (EOY)
- $17,215,407
- Net assets (EOY)
- $694,619,583
- Net assets (BOY)
- $650,793,095
Income & contributions
- Employer contributions
- $25,000,000
- Total contributions
- $25,000,000
- Total income / additions
- $97,092,476
Expenses & distributions
- Benefits paid
- $38,002,755
- Administrative expenses
- $15,263,233
- Total expenses
- $53,265,988
- Net increase / (decrease)
- $43,826,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $1,482,433 | not reported in the loaded dataset | 2023 |
| Legal & General | NONE | $612,322 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $443,575 | $0 | 2023 |
| Mercer | NONE | $212,107 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | TRUSTEE | $166,941 | $0 | 2023 |
| Frost Brown Todd LLC | NONE | $36,270 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $32,375 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $15,656 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Aon Consulting — Schedule C compensation
- Legal & General — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Mercer — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Frost Brown Todd LLC — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Clark, Schaefer, Hackett & Co — Schedule C compensation
- State Street Global Advisors — Schedule C compensation