Wellspan Health Pension Trust — Form 5500 plan (Wellspan 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, Wellspan Health Pension Trust is a benefit plan reported by Wellspan Health under EIN 47-4277762 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,188,683,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellspan Health
- EIN
- 47-4277762
- Plan number
- 001
- Plan type
- 4
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,188,683,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250414165121NAL0000891795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,188,683,847
- Total liabilities (EOY)
- $1,298,863
- Net assets (EOY)
- $1,187,384,984
- Net assets (BOY)
- $1,230,757,498
Income & contributions
- Total contributions
- $0
- Total income / additions
- $81,847,977
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $8,489,886
- Total expenses
- $8,489,886
- Net increase / (decrease)
- $73,358,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $1,701,038 | not reported in the loaded dataset | 2023 |
| Silchester Intrnl Investor Inc | NONE | $558,006 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $353,663 | $0 | 2023 |
| Victory Capital Management | NONE | $311,500 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $280,809 | $0 | 2023 |
| Nepc LLC | NONE | $263,836 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $223,991 | $0 | 2023 |
| William Blair & Co. | NONE | $186,211 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, L.P. | NONE | $124,576 | $0 | 2023 |
| State Street Research & Mgmt | NONE | $61,223 | $0 | 2023 |
| Prudential Bank & Trust Company | NONE | $17,481 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellspan Health
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Aon Consulting — Schedule C compensation
- Silchester Intrnl Investor Inc — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- William Blair & Co. — Schedule C compensation
- Loomis Sayles & Company, L.P. — Schedule C compensation
- State Street Research & Mgmt — Schedule C compensation
- Prudential Bank & Trust Company — Schedule C compensation