Swedish Health Services Retiree Pension Plan — Form 5500 plan (Swedish Health 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, Swedish Health Services Retiree Pension Plan is a benefit plan reported by Swedish Health Services under EIN 91-0433740 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,061 participants and $127,771,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swedish Health Services
EIN
91-0433740
Plan number
002
Plan type
2
Location
Renton, WA
Latest filing year
2023
Participants
1,061
End-of-year plan assets
$127,771,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,061H20240812161643NAL0016473776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,771,261
Total liabilities (EOY)
$9,698
Net assets (EOY)
$127,761,563
Net assets (BOY)
$130,465,047

Income & contributions

Total contributions
$0
Total income / additions
$8,880,383

Expenses & distributions

Benefits paid
$11,223,113
Administrative expenses
$360,754
Total expenses
$11,583,867
Net increase / (decrease)
-$2,703,484

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages