2023 Form 5500 filing — Greater Lafayette Health Services, Inc. Pension Security 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 20241011125147NAL0012499923001) for Greater Lafayette Health Services, Inc. Pension Security Plan, reported by Franciscan Alliance, Inc. under EIN 35-2056396 and plan number 001. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125147NAL0012499923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franciscan Alliance, Inc.
- EIN
- 35-2056396
- Plan number
- 001
- Location
- Mishawaka, IN
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,079,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,079,015
- Employer contributions
- $0
- Total income / additions
- $3,656,193
- Benefits paid
- $2,618,398
- Administrative expenses
- $449,519
- Total expenses
- $3,067,917
- Net increase / (decrease)
- $588,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $219,974 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $34,521 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $17,000 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $14,329 | not reported in the loaded dataset |
| Marquette Associates Inc. | NONE | $7,500 | not reported in the loaded dataset |