Plan5500

2023 Form 5500 filing — Santafe Healthcare, Inc. Pension Plan

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 20240925061420NAL0019275984001) for Santafe Healthcare, Inc. Pension Plan, reported by Santafe Healthcare, Inc. under EIN 59-2317607 and plan number 001. It reports 1,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240925061420NAL0019275984001
Filing year
2023
Form type
2
Plan sponsor
Santafe Healthcare, Inc.
EIN
59-2317607
Plan number
001
Location
Gainesville, FL
Participants
1,489
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$105,214,309
Total liabilities (EOY)
$1,306
Net assets (EOY)
$105,213,003
Employer contributions
$3,786,332
Total income / additions
$19,610,575
Benefits paid
$16,269,308
Administrative expenses
$1,661,094
Total expenses
$17,930,402
Net increase / (decrease)
$1,680,173
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Angell Pension Group IncNONE$207,591not reported in the loaded dataset
Legal & General Investment MgmtNONE$141,090not reported in the loaded dataset
Us Institutional CorpNONE$100,000not reported in the loaded dataset
Principal BankNONE$44,122not reported in the loaded dataset
Wellington Investment CorporationNONE$25,175not reported in the loaded dataset
Milliman Financial Risk Mgmt LLCNONE$13,767not reported in the loaded dataset
Cql Management LLCNONE$11,883not reported in the loaded dataset

Related Form 5500 pages