Pioneer Healthcare Trust — Form 5500 plan (Pioneer Healthcare Trust)
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, Pioneer Healthcare Trust is a benefit plan reported by Pioneer Healthcare Trust under EIN 45-0445721 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,043 participants and $28,563,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Healthcare Trust
- EIN
- 45-0445721
- Plan number
- 501
- Plan type
- 3
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 4,043
- End-of-year plan assets
- $28,563,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,043 | H, C | 20250310132258NAL0016193761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,563,996
- Total liabilities (EOY)
- $4,249,231
- Net assets (EOY)
- $24,314,765
- Net assets (BOY)
- $19,793,937
Income & contributions
- Employer contributions
- $29,546,288
- Total contributions
- $29,546,288
- Total income / additions
- $32,080,816
Expenses & distributions
- Benefits paid
- $24,882,532
- Administrative expenses
- $2,677,456
- Total expenses
- $27,559,988
- Net increase / (decrease)
- $4,520,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Noridian Mutual Insurance Company | NONE | $1,519,291 | not reported in the loaded dataset | 2023 |
| Association Services, Inc. | NONE | $624,695 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Nd | NONE | $0 | $142,960 | 2023 |
| Hays Companies | NONE | $69,160 | $0 | 2023 |
| Vaaler Insurance | NONE | $39,768 | $0 | 2023 |
| Eide Bailly Llp | NONE | $16,410 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $12,945 | $0 | 2023 |
| Robert Lamp & Associates LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| North Risk Partners | NONE | $6,307 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Healthcare Trust
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Noridian Mutual Insurance Company — Schedule C compensation
- Association Services, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Nd — Schedule C compensation
- Hays Companies — Schedule C compensation
- Vaaler Insurance — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Hub International — Schedule C compensation
- Robert Lamp & Associates LLC — Schedule C compensation
- North Risk Partners — Schedule C compensation