2023 Form 5500 filing — Providence Health & Services And Swedish Health Services Master Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812161244NAL0009549569001) for Providence Health & Services And Swedish Health Services Master Retirement Trust, reported by Providence Health & Services under EIN 47-1530319 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812161244NAL0009549569001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Providence Health & Services
- EIN
- 47-1530319
- Plan number
- 001
- Location
- Renton, WA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,067,587,942
- Total liabilities (EOY)
- $62,963,125
- Net assets (EOY)
- $1,004,624,817
- Total income / additions
- $106,235,351
- Benefits paid
- $0
- Administrative expenses
- $8,341,547
- Total expenses
- $8,341,547
- Net increase / (decrease)
- $97,893,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Swedish Health Services | NONE | $4,754,416 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $604,373 | not reported in the loaded dataset |
| Pimco | NONE | $496,469 | not reported in the loaded dataset |
| Milliman Inc | NONE | $403,234 | not reported in the loaded dataset |
| Providence Health & Services | NONE | $310,788 | not reported in the loaded dataset |
| Nisa Investment Advisors | NONE | $290,738 | not reported in the loaded dataset |
| Northern Trust | NONE | $267,722 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $216,878 | not reported in the loaded dataset |
| Russell Investments | NONE | $192,713 | not reported in the loaded dataset |
| Wellington Trust Company, | NONE | $147,539 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $108,029 | not reported in the loaded dataset |
| Rbc Global Asset Management (U.S.) | NONE | $95,337 | not reported in the loaded dataset |
| Clark Nuber | NONE | $78,831 | not reported in the loaded dataset |
| Select Equity | NONE | $61,973 | not reported in the loaded dataset |
| Seven Simple Machines | NONE | $54,241 | not reported in the loaded dataset |