Ssm Health Care System Master Pension Trust — Form 5500 plan (Ssm Health Care 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, Ssm Health Care System Master Pension Trust is a benefit plan reported by Ssm Health Care Corporation under EIN 46-6029223 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,578,808,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ssm Health Care Corporation
- EIN
- 46-6029223
- Plan number
- 009
- Plan type
- 4
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,578,808,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014152557NAL0013532867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,578,808,221
- Total liabilities (EOY)
- $30,784,904
- Net assets (EOY)
- $1,548,023,317
- Net assets (BOY)
- $1,503,608,096
Income & contributions
- Total contributions
- $0
- Total income / additions
- $171,058,137
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,305,927
- Total expenses
- $5,305,927
- Net increase / (decrease)
- $165,752,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson | NONE | $868,306 | not reported in the loaded dataset | 2023 |
| Millennium Pension Wire | NONE | $861,640 | not reported in the loaded dataset | 2023 |
| Ssm Health Care | PLAN SPONSOR | $537,838 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | NONE | $252,389 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $239,232 | not reported in the loaded dataset | 2023 |
| Investment Office Resources | NONE | $224,135 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $208,180 | not reported in the loaded dataset | 2023 |
| Sterling Capital Mgmt, LLC | NONE | $206,636 | not reported in the loaded dataset | 2023 |
| Westfield | NONE | $200,531 | not reported in the loaded dataset | 2023 |
| Dgv Solutions | NONE | $125,948 | not reported in the loaded dataset | 2023 |
| Marquette | NONE | $113,625 | not reported in the loaded dataset | 2023 |
| Goldentree | NONE | $113,293 | not reported in the loaded dataset | 2023 |
| Brandywine | NONE | $96,468 | not reported in the loaded dataset | 2023 |
| Parametic | NONE | $95,388 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | NONE | $94,889 | not reported in the loaded dataset | 2023 |
| Bloomberg | NONE | $72,720 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $44,056 | not reported in the loaded dataset | 2023 |
| Institutional Shareholder Services | NONE | $39,180 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $38,390 | not reported in the loaded dataset | 2023 |
| Tamale | NONE | $34,669 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $34,296 | not reported in the loaded dataset | 2023 |
| Clearwater Investment Management | NONE | $15,135 | not reported in the loaded dataset | 2023 |
| Thompson Coburn | NONE | $15,083 | not reported in the loaded dataset | 2023 |
| Agilis Measurement Systems, Inc. | NONE | $9,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ssm Health Care Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Towers Watson — Schedule C compensation
- Millennium Pension Wire — Schedule C compensation
- Ssm Health Care — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Investment Office Resources — Schedule C compensation
- Northern Trust — Schedule C compensation
- Sterling Capital Mgmt, LLC — Schedule C compensation
- Westfield — Schedule C compensation
- Dgv Solutions — Schedule C compensation
- Marquette — Schedule C compensation
- Goldentree — Schedule C compensation
- Brandywine — Schedule C compensation
- Parametic — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Bloomberg — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Institutional Shareholder Services — Schedule C compensation
- Blackrock — Schedule C compensation
- Tamale — Schedule C compensation
- Pimco — Schedule C compensation
- Clearwater Investment Management — Schedule C compensation
- Thompson Coburn — Schedule C compensation
- Agilis Measurement Systems, Inc. — Schedule C compensation