2023 Form 5500 filing — Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity
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 20241014125040NAL0046010224003) for Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity, reported by Pension Fund For Hospital And Health Care Employees under EIN 23-2627428 and plan number 001. It reports 11,289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125040NAL0046010224003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Fund For Hospital And Health Care Employees
- EIN
- 23-2627428
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 11,289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,115,209
- Total liabilities (EOY)
- $119,270
- Net assets (EOY)
- $355,995,939
- Employer contributions
- $23,620,278
- Total income / additions
- $54,194,632
- Benefits paid
- $52,338,293
- Administrative expenses
- $2,163,829
- Total expenses
- $54,502,122
- Net increase / (decrease)
- -$307,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $524,612 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt | NONE | $307,544 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $0 | $135,234 |
| Cynthia Blassingame | EMPLOYEE | $110,721 | not reported in the loaded dataset |
| Smith Graham & Co. | NONE | $94,085 | $0 |
| Intercontinental Re Group | NONE | $92,829 | not reported in the loaded dataset |
| White Oak Yield Spectrum Peer Fd Lp | NONE | $92,303 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $88,000 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $81,142 |
| Eric Brooks | EMPLOYEE | $80,916 | not reported in the loaded dataset |
| Angelo, Gordon & Co. | NONE | $0 | $70,095 |
| Morgan, Lewis & Bockius | NONE | $69,430 | not reported in the loaded dataset |
| Pamela A Smith Strite | EMPLOYEE | $57,863 | not reported in the loaded dataset |
| Bridgeway Benefits Technology | NONE | $51,928 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $51,750 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $51,256 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $44,323 | not reported in the loaded dataset |
| Benefit3, Inc. | NONE | $43,240 | not reported in the loaded dataset |
| Adrian Hurst | EMPLOYEE | $42,664 | not reported in the loaded dataset |
| Berta Shkodra | EMPLOYEE | $38,349 | not reported in the loaded dataset |
| Shawn Bohannan | EMPLOYEE | $36,364 | not reported in the loaded dataset |
| Evelyn Alameda | EMPLOYEE | $35,906 | not reported in the loaded dataset |
| Blair Devalia | EMPLOYEE | $29,839 | not reported in the loaded dataset |
| Wells Fargo | NONE | $22,621 | not reported in the loaded dataset |
| Landmark Equity Advisors LLC | NONE | $0 | $8,298 |