2023 Form 5500 filing — Pension Fund For Nursing And Health Care Employees
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 20241015105038NAL0028115713001) for Pension Fund For Nursing And Health Care Employees, reported by Pension Fund For Nursing And Health Care Employees under EIN 23-2774706 and plan number 001. It reports 2,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105038NAL0028115713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Fund For Nursing And Health Care Employees
- EIN
- 23-2774706
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,292,921
- Total liabilities (EOY)
- $161,635
- Net assets (EOY)
- $67,131,286
- Employer contributions
- $2,909,986
- Total income / additions
- $8,497,929
- Benefits paid
- $3,156,415
- Administrative expenses
- $960,632
- Total expenses
- $4,117,047
- Net increase / (decrease)
- $4,380,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Fund For Hospital & Healthc | RELATED FUND | $709,879 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt., LLC | NONE | $95,091 | not reported in the loaded dataset |
| Eric Brooks | EMPLOYEE | $80,916 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $61,960 | not reported in the loaded dataset |
| Pamela A. Smith-Strite | EMPLOYEE | $57,863 | not reported in the loaded dataset |
| Bridgeway Benefit Technology | NONE | $48,478 | not reported in the loaded dataset |
| Adrian Hurst | EMPLOYEE | $42,664 | not reported in the loaded dataset |
| Ayana Hamler | EMPLOYEE | $39,768 | not reported in the loaded dataset |
| Berta Shkodra | EMPLOYEE | $38,349 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $36,241 | 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 | $25,746 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $23,100 | not reported in the loaded dataset |
| Smith Graham & Co. Investment Adv. | NONE | $16,198 | $0 |
| New Tower Trust Company | NONE | $0 | $6,455 |