St. Joseph Health Services Of Rhode Island Retirement Plan — Form 5500 plan (Stephen Del Sesto, Receiver)
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, St. Joseph Health Services Of Rhode Island Retirement Plan is a benefit plan reported by Stephen Del Sesto, Receiver under EIN 82-2871833 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,514 participants and $35,975,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephen Del Sesto, Receiver
- EIN
- 82-2871833
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 2,514
- End-of-year plan assets
- $35,975,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,514 | H, C | 20250415104412NAL0001383491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,975,343
- Total liabilities (EOY)
- $195,733
- Net assets (EOY)
- $35,779,610
- Net assets (BOY)
- $46,098,833
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,781,903
Expenses & distributions
- Benefits paid
- $11,377,963
- Administrative expenses
- $2,723,163
- Total expenses
- $14,101,126
- Net increase / (decrease)
- -$10,319,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pierce Atwood Llp | RECEIVER | $392,669 | not reported in the loaded dataset | 2023 |
| Gabriel, Roeder, Smith & Company | NONE | $187,230 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | FIDUCIARY | $106,184 | $0 | 2023 |
| Tawshunsky Law Firm Pllc | NONE | $76,950 | not reported in the loaded dataset | 2023 |
| Bank Of America, N.A. | NONE | $54,657 | $0 | 2023 |
| Calibre Cpa Group | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephen Del Sesto, Receiver
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Pierce Atwood Llp — Schedule C compensation
- Gabriel, Roeder, Smith & Company — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Tawshunsky Law Firm Pllc — Schedule C compensation
- Bank Of America, N.A. — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation