2023 Form 5500 filing — Vassar Brothers Hospital 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 20241011161436NAL0022301729001) for Vassar Brothers Hospital Pension Plan, reported by Vassar Brothers Hospital under EIN 14-1338586 and plan number 003. It reports 1,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011161436NAL0022301729001
Filing year
2023
Form type
2
Plan sponsor
Vassar Brothers Hospital
EIN
14-1338586
Plan number
003
Location
Danbury, CT
Participants
1,685
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$125,602,851
Total liabilities (EOY)
$0
Net assets (EOY)
$125,602,851
Employer contributions
$10,746,588
Total income / additions
$25,582,457
Benefits paid
$5,460,072
Administrative expenses
$1,612,992
Total expenses
$7,073,064
Net increase / (decrease)
$18,509,393
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Custody SolutionsCUSTODIAN$207,334not reported in the loaded dataset
Nepc LLCINVESTMENT ADVISORY$109,315not reported in the loaded dataset
Silchester International InvestorsINVESTMENT MANAGEMENT$46,524not reported in the loaded dataset
Marcum LlpACCOUNTANT$35,535not reported in the loaded dataset
Wellington TrustINVESTMENT MANAGEMENT$17,874not reported in the loaded dataset
Loomis Sayles & CoINVESTMENT MANAGEMENT$17,407not reported in the loaded dataset
State Street Global AdvisorsCUSTODIAN$6,800not reported in the loaded dataset

Related Form 5500 pages