2023 Form 5500 filing — Premier Health Partners Employees Retirement 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 20240930181419NAL0006077089001) for Premier Health Partners Employees Retirement Plan, reported by Premier Health Partners under EIN 31-1446699 and plan number 001. It reports 16,551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930181419NAL0006077089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Health Partners
- EIN
- 31-1446699
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 16,551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $711,834,990
- Total liabilities (EOY)
- $17,215,407
- Net assets (EOY)
- $694,619,583
- Employer contributions
- $25,000,000
- Total income / additions
- $97,092,476
- Benefits paid
- $38,002,755
- Administrative expenses
- $15,263,233
- Total expenses
- $53,265,988
- Net increase / (decrease)
- $43,826,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $1,482,433 | not reported in the loaded dataset |
| Legal & General | NONE | $612,322 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $443,575 | $0 |
| Mercer | NONE | $212,107 | not reported in the loaded dataset |
| State Street Bank & Trust | TRUSTEE | $166,941 | $0 |
| Frost Brown Todd LLC | NONE | $36,270 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $32,375 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co | NONE | $17,250 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $15,656 | $0 |