2023 Form 5500 filing — St. Joseph Hospital Retirement Income 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 20241010145521NAL0010159619001) for St. Joseph Hospital Retirement Income Plan, reported by Catholic Health under EIN 22-2565278 and plan number 002. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145521NAL0010159619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Health
- EIN
- 22-2565278
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,883,133
- Total liabilities (EOY)
- $12,412
- Net assets (EOY)
- $24,870,721
- Employer contributions
- $708,000
- Total income / additions
- $2,841,952
- Benefits paid
- $2,223,242
- Administrative expenses
- $602,764
- Total expenses
- $2,826,006
- Net increase / (decrease)
- $15,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Management | NONE | $60,385 | not reported in the loaded dataset |
| Mercer | NONE | $39,000 | not reported in the loaded dataset |
| Freed Maxick | NONE | $12,500 | not reported in the loaded dataset |
| Northern Trust | NONE | $10,357 | not reported in the loaded dataset |