2023 Form 5500 filing — Hartford Healthcare Corporation Defined Benefit Master Trust Agreement
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 20241014142505NAL0026401793001) for Hartford Healthcare Corporation Defined Benefit Master Trust Agreement, reported by Hartford Healthcare Corporation under EIN 45-4530568 and plan number 100. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142505NAL0026401793001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Hartford Healthcare Corporation
- EIN
- 45-4530568
- Plan number
- 100
- Location
- Farmington, CT
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,856,150,266
- Total liabilities (EOY)
- $212,321
- Net assets (EOY)
- $1,855,937,945
- Total income / additions
- $96,528,120
- Administrative expenses
- $6,215,984
- Total expenses
- $6,215,984
- Net increase / (decrease)
- $90,312,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware Inc. | NONE | $2,029,571 | not reported in the loaded dataset |
| Morgan Stanley & Co Inc | not reported in the loaded dataset | $516,213 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Invstmt Mgmt | NONE | $266,605 | not reported in the loaded dataset |
| State Street Bank | NONE | $221,688 | not reported in the loaded dataset |
| Cohen & Steers | NONE | $197,763 | not reported in the loaded dataset |
| Mercer Consulting | NONE | $146,667 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $131,242 | not reported in the loaded dataset |
| Amundi Asset Mgmt Us, Inc. | NONE | $101,519 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $92,910 | not reported in the loaded dataset |
| Income Research & Management | NONE | $84,219 | not reported in the loaded dataset |
| Northern Shipping Fund Iv Lp | NONE | $75,000 | not reported in the loaded dataset |
| Backstop Solutions Group, LLC | NONE | $41,507 | not reported in the loaded dataset |
| Northern Shipping Fund Iii Lp | NONE | $9,046 | not reported in the loaded dataset |