Hartford Healthcare Corporation Defined Benefit Master Trust Agreement — Form 5500 plan (Hartford Healthcare Corporation)
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, Hartford Healthcare Corporation Defined Benefit Master Trust Agreement is a benefit plan reported by Hartford Healthcare Corporation under EIN 45-4530568 and plan number 100. The latest loaded filing year is 2023. The filing reports 0 participants and $1,856,150,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartford Healthcare Corporation
- EIN
- 45-4530568
- Plan number
- 100
- Plan type
- 4
- Location
- Farmington, CT
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,856,150,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241014142505NAL0026401793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,856,150,266
- Total liabilities (EOY)
- $212,321
- Net assets (EOY)
- $1,855,937,945
- Net assets (BOY)
- $1,871,273,422
Income & contributions
- Total income / additions
- $96,528,120
Expenses & distributions
- Administrative expenses
- $6,215,984
- Total expenses
- $6,215,984
- Net increase / (decrease)
- $90,312,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware Inc. | NONE | $2,029,571 | not reported in the loaded dataset | 2023 |
| Morgan Stanley & Co Inc | not reported in the loaded dataset | $516,213 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick Invstmt Mgmt | NONE | $266,605 | not reported in the loaded dataset | 2023 |
| State Street Bank | NONE | $221,688 | not reported in the loaded dataset | 2023 |
| Cohen & Steers | NONE | $197,763 | not reported in the loaded dataset | 2023 |
| Mercer Consulting | NONE | $146,667 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $131,242 | not reported in the loaded dataset | 2023 |
| Amundi Asset Mgmt Us, Inc. | NONE | $101,519 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $92,910 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $84,219 | not reported in the loaded dataset | 2023 |
| Northern Shipping Fund Iv Lp | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Backstop Solutions Group, LLC | NONE | $41,507 | not reported in the loaded dataset | 2023 |
| Northern Shipping Fund Iii Lp | NONE | $9,046 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hartford Healthcare Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Towers Watson Delaware Inc. — Schedule C compensation
- Morgan Stanley & Co Inc — Schedule C compensation
- Kayne Anderson Rudnick Invstmt Mgmt — Schedule C compensation
- State Street Bank — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Mercer Consulting — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Amundi Asset Mgmt Us, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Northern Shipping Fund Iv Lp — Schedule C compensation
- Backstop Solutions Group, LLC — Schedule C compensation
- Northern Shipping Fund Iii Lp — Schedule C compensation