2023 Form 5500 filing — Highmark 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 20241010124459NAL0020089521001) for Highmark Retirement Plan, reported by Highmark Health under EIN 45-3674900 and plan number 333. It reports 40,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124459NAL0020089521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highmark Health
- EIN
- 45-3674900
- Plan number
- 333
- Location
- Pittsburgh, PA
- Participants
- 40,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,269,418,502
- Total liabilities (EOY)
- $51,336,232
- Net assets (EOY)
- $3,218,082,270
- Total income / additions
- $293,148,777
- Benefits paid
- $176,148,002
- Administrative expenses
- $13,566,817
- Total expenses
- $189,714,819
- Net increase / (decrease)
- $103,433,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $1,806,908 | $1,815 |
| The Bank Of New York Mellon | NONE | $1,691,018 | not reported in the loaded dataset |
| Pacific Investment Management | NONE | $1,050,049 | not reported in the loaded dataset |
| Nisa Investment Advisors | NONE | $994,451 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney | NONE | $985,047 | not reported in the loaded dataset |
| Mercer (Us), Inc. | NONE | $569,150 | not reported in the loaded dataset |
| The Silchester International | NONE | $539,961 | not reported in the loaded dataset |
| Diamond Hill Capital Mgmt | NONE | $242,268 | not reported in the loaded dataset |
| Walter Scott & Partners Ltd | NONE | $226,841 | not reported in the loaded dataset |
| Rocaton Investment | NONE | $224,793 | not reported in the loaded dataset |
| Chartwell Invest Partners Lc | NONE | $203,587 | not reported in the loaded dataset |
| Federated Investors | NONE | $157,623 | not reported in the loaded dataset |
| Reed Smith Llp | NONE | $136,593 | not reported in the loaded dataset |
| Wellington Management Company | NONE | $106,827 | not reported in the loaded dataset |
| Global Infrastructure Fund | NONE | $86,509 | not reported in the loaded dataset |
| Global Infrastructure Ptners | NONE | $84,930 | not reported in the loaded dataset |
| Schafer Cullen | NONE | $80,822 | not reported in the loaded dataset |
| Silchester | NONE | $50,159 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $19,050 | not reported in the loaded dataset |
| Highroads, Inc | NONE | $15,494 | not reported in the loaded dataset |
| John Hancock | NONE | $14,001 | not reported in the loaded dataset |
| Pnc Bank | TRUSTEE | $12,743 | not reported in the loaded dataset |