Osf Saint Francis, Inc. Employees Pension Plan — Form 5500 plan (Pointcore, 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, Osf Saint Francis, Inc. Employees Pension Plan is a benefit plan reported by Pointcore, Inc. under EIN 36-3484677 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,662 participants and $60,482,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pointcore, Inc.
EIN
36-3484677
Plan number
001
Plan type
2
Location
Peoria, IL
Latest filing year
2023
Participants
2,662
End-of-year plan assets
$60,482,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,662H, C20241015091833NAL0016046131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,482,806
Total liabilities (EOY)
$0
Net assets (EOY)
$60,482,806
Net assets (BOY)
$63,302,967

Income & contributions

Employer contributions
$151,689
Total contributions
$151,689
Total income / additions
$11,793,980

Expenses & distributions

Benefits paid
$14,576,158
Administrative expenses
$40,828
Total expenses
$14,616,986
Net increase / (decrease)
-$2,823,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State Street Global AdvisorsNONE$40,828not reported in the loaded dataset2023

Related Form 5500 pages