Highmark Retirement Plan — Form 5500 plan (Highmark Health)
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, Highmark Retirement Plan is a benefit plan reported by Highmark Health under EIN 45-3674900 and plan number 333. The latest loaded filing year is 2023. The filing reports 40,879 participants and $3,269,418,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highmark Health
- EIN
- 45-3674900
- Plan number
- 333
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 40,879
- End-of-year plan assets
- $3,269,418,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,879 | H, C | 20241010124459NAL0020089521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,269,418,502
- Total liabilities (EOY)
- $51,336,232
- Net assets (EOY)
- $3,218,082,270
- Net assets (BOY)
- $3,114,648,312
Income & contributions
- Total contributions
- $0
- Total income / additions
- $293,148,777
Expenses & distributions
- Benefits paid
- $176,148,002
- Administrative expenses
- $13,566,817
- Total expenses
- $189,714,819
- Net increase / (decrease)
- $103,433,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $1,806,908 | $1,815 | 2023 |
| The Bank Of New York Mellon | NONE | $1,691,018 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $1,050,049 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | NONE | $994,451 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney | NONE | $985,047 | not reported in the loaded dataset | 2023 |
| Mercer (Us), Inc. | NONE | $569,150 | not reported in the loaded dataset | 2023 |
| The Silchester International | NONE | $539,961 | not reported in the loaded dataset | 2023 |
| Diamond Hill Capital Mgmt | NONE | $242,268 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Ltd | NONE | $226,841 | not reported in the loaded dataset | 2023 |
| Rocaton Investment | NONE | $224,793 | not reported in the loaded dataset | 2023 |
| Chartwell Invest Partners Lc | NONE | $203,587 | not reported in the loaded dataset | 2023 |
| Federated Investors | NONE | $157,623 | not reported in the loaded dataset | 2023 |
| Reed Smith Llp | NONE | $136,593 | not reported in the loaded dataset | 2023 |
| Wellington Management Company | NONE | $106,827 | not reported in the loaded dataset | 2023 |
| Global Infrastructure Fund | NONE | $86,509 | not reported in the loaded dataset | 2023 |
| Global Infrastructure Ptners | NONE | $84,930 | not reported in the loaded dataset | 2023 |
| Schafer Cullen | NONE | $80,822 | not reported in the loaded dataset | 2023 |
| Silchester | NONE | $50,159 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $19,050 | not reported in the loaded dataset | 2023 |
| Highroads, Inc | NONE | $15,494 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $14,001 | not reported in the loaded dataset | 2023 |
| Pnc Bank | TRUSTEE | $12,743 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highmark Health
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Alight Solutions LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Barrow, Hanley, Mewhinney — Schedule C compensation
- Mercer (Us), Inc. — Schedule C compensation
- The Silchester International — Schedule C compensation
- Diamond Hill Capital Mgmt — Schedule C compensation
- Walter Scott & Partners Ltd — Schedule C compensation
- Rocaton Investment — Schedule C compensation
- Chartwell Invest Partners Lc — Schedule C compensation
- Federated Investors — Schedule C compensation
- Reed Smith Llp — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Global Infrastructure Fund — Schedule C compensation
- Global Infrastructure Ptners — Schedule C compensation
- Schafer Cullen — Schedule C compensation
- Silchester — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Highroads, Inc — Schedule C compensation
- John Hancock — Schedule C compensation
- Pnc Bank — Schedule C compensation