Presbyterian Healthcare Services Employees' Pension Plan Ii — Form 5500 plan (Presbyterian Healthcare Services)
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, Presbyterian Healthcare Services Employees' Pension Plan Ii is a benefit plan reported by Presbyterian Healthcare Services under EIN 85-0105601 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,993 participants and $247,845,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presbyterian Healthcare Services
- EIN
- 85-0105601
- Plan number
- 004
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,993
- End-of-year plan assets
- $247,845,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,993 | H, C | 20240927145809NAL0004068816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,845,171
- Total liabilities (EOY)
- $26,349,403
- Net assets (EOY)
- $221,495,768
- Net assets (BOY)
- $232,665,255
Income & contributions
- Employer contributions
- $15,842,000
- Participant contributions
- $0
- Total contributions
- $15,842,000
- Total income / additions
- $30,600,863
Expenses & distributions
- Benefits paid
- $38,947,442
- Administrative expenses
- $2,822,908
- Total expenses
- $41,770,350
- Net increase / (decrease)
- -$11,169,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Consulting | NONE | $258,600 | not reported in the loaded dataset | 2023 |
| Mercer (Us) LLC | NONE | $227,169 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund, Lp | NONE | $180,855 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $110,629 | not reported in the loaded dataset | 2023 |
| Life Works | NONE | $106,080 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $103,516 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd | NONE | $85,968 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $60,573 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $45,142 | $1,470 | 2023 |
| Robeco Investment Management | NONE | $38,695 | $2,095 | 2023 |
| Geneva Capital Management | NONE | $33,972 | $670 | 2023 |
| Redw LLC | NONE | $27,457 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $20,757 | $193 | 2023 |
| Mcdermott Will & Emeryllp | NONE | $16,944 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $13,296 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presbyterian Healthcare Services
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Mercer Investment Consulting — Schedule C compensation
- Mercer (Us) LLC — Schedule C compensation
- Clarion Lion Properties Fund, Lp — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Life Works — Schedule C compensation
- Pimco — Schedule C compensation
- Telus Health (Us) Ltd — Schedule C compensation
- Principal — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Robeco Investment Management — Schedule C compensation
- Geneva Capital Management — Schedule C compensation
- Redw LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Mcdermott Will & Emeryllp — Schedule C compensation
- Pension Benefit Information — Schedule C compensation