Retirement Plan For Hospital Employees — Form 5500 plan (Board Of Trustees Retirement Plan For Hospital Employees)
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, Retirement Plan For Hospital Employees is a benefit plan reported by Board Of Trustees Retirement Plan For Hospital Employees under EIN 94-2995676 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,837 participants and $1,269,400,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Retirement Plan For Hospital Employees
- EIN
- 94-2995676
- Plan number
- 001
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 19,837
- End-of-year plan assets
- $1,269,400,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,837 | H, C | 20241015191926NAL0049514208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,269,400,948
- Total liabilities (EOY)
- $1,178,861
- Net assets (EOY)
- $1,268,222,087
- Net assets (BOY)
- $1,210,743,049
Income & contributions
- Employer contributions
- $15,274,996
- Total contributions
- $15,274,996
- Total income / additions
- $163,045,050
Expenses & distributions
- Benefits paid
- $100,705,316
- Administrative expenses
- $4,860,696
- Total expenses
- $105,566,012
- Net increase / (decrease)
- $57,479,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sangus Ltd Dba Retirement Plan | NONE | $1,149,138 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $908,713 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | NONE | $779,557 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $402,936 | not reported in the loaded dataset | 2023 |
| Trucker-Huss | NONE | $315,008 | not reported in the loaded dataset | 2023 |
| Principal Custody Services | NONE | $207,735 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment Manag | NONE | $102,207 | not reported in the loaded dataset | 2023 |
| Stephen Horn | NONE | $78,532 | not reported in the loaded dataset | 2023 |
| Wtc-Dif Ii Securitized | NONE | $66,472 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates | NONE | $58,500 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $34,361 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $33,785 | not reported in the loaded dataset | 2023 |
| Pacific Coast Concepts | NONE | $27,603 | not reported in the loaded dataset | 2023 |
| Pension Benefits Information LLC | NONE | $20,100 | not reported in the loaded dataset | 2023 |
| Berwyn Group | NONE | $7,726 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $5,148 | not reported in the loaded dataset | 2023 |
| Citibank | 18259 | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Retirement Plan For Hospital Employees
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Sangus Ltd Dba Retirement Plan — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Trucker-Huss — Schedule C compensation
- Principal Custody Services — Schedule C compensation
- Brandywine Global Investment Manag — Schedule C compensation
- Stephen Horn — Schedule C compensation
- Wtc-Dif Ii Securitized — Schedule C compensation
- Rv Kuhns & Associates — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Pacific Coast Concepts — Schedule C compensation
- Pension Benefits Information LLC — Schedule C compensation
- Berwyn Group — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Citibank — Schedule C compensation