Winter Haven Hospital Pension Plan — Form 5500 plan (Winter Haven Hospital, Inc.)
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, Winter Haven Hospital Pension Plan is a benefit plan reported by Winter Haven Hospital, Inc. under EIN 59-0724462 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,510 participants and $31,064,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winter Haven Hospital, Inc.
- EIN
- 59-0724462
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Haven, FL
- Latest filing year
- 2023
- Participants
- 1,510
- End-of-year plan assets
- $31,064,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,510 | H, C | 20250630123858NAL0006607507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,064,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,064,885
- Net assets (BOY)
- $28,300,155
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $5,936,713
Expenses & distributions
- Benefits paid
- $2,404,231
- Administrative expenses
- $767,752
- Total expenses
- $3,171,983
- Net increase / (decrease)
- $2,764,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $314,081 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Hill Ward & Hendorson | NONE | $12,152 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Partner 29 | NONE | $4,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winter Haven Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Haven, FL
- Fidelity Investments — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Hill Ward & Hendorson — Schedule C compensation
- Mondrian Investment Partner 29 — Schedule C compensation