Plan5500

Greater Lafayette Health Services, Inc. Pension Security Plan — Form 5500 plan (Franciscan Alliance, 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, Greater Lafayette Health Services, Inc. Pension Security Plan is a benefit plan reported by Franciscan Alliance, Inc. under EIN 35-2056396 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,341 participants and $32,079,015 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franciscan Alliance, Inc.
EIN
35-2056396
Plan number
001
Plan type
2
Location
Mishawaka, IN
Latest filing year
2023
Participants
1,341
End-of-year plan assets
$32,079,015

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,341H, C20241011125147NAL0012499923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,079,015
Total liabilities (EOY)
$0
Net assets (EOY)
$32,079,015
Net assets (BOY)
$31,490,739

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$3,656,193

Expenses & distributions

Benefits paid
$2,618,398
Administrative expenses
$449,519
Total expenses
$3,067,917
Net increase / (decrease)
$588,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$219,974not reported in the loaded dataset2023
Nisa Investment Advisors, LLCNONE$34,521not reported in the loaded dataset2023
Mercer Investments LLCNONE$17,000not reported in the loaded dataset2023
Principal Trust CompanyNONE$14,329not reported in the loaded dataset2023
Marquette Associates Inc.NONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages