2023 Form 5500 filing — Sagewell Healthcare Benefits 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 20240827083213NAL0010369089001) for Sagewell Healthcare Benefits Trust, reported by Sagewell Healthcare Benefits Trust under EIN 23-3398131 and plan number 510. It reports 512,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827083213NAL0010369089001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Sagewell Healthcare Benefits Trust
- EIN
- 23-3398131
- Plan number
- 510
- Location
- Pittsburgh, PA
- Participants
- 512,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,599,376
- Total liabilities (EOY)
- $50,385,568
- Net assets (EOY)
- $213,808
- Employer contributions
- $318,460,822
- Participant contributions
- $0
- Total income / additions
- $319,671,645
- Benefits paid
- $318,460,822
- Administrative expenses
- $998,503
- Total expenses
- $319,459,325
- Net increase / (decrease)
- $212,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services Inc | NONE | $990,000 | not reported in the loaded dataset |
| Citizens Bank | NONE | $8,503 | not reported in the loaded dataset |