2023 Form 5500 filing — St. Lukes-Roosevelt Hospital Center Employees' 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 20241015134846NAL0016526387001) for St. Lukes-Roosevelt Hospital Center Employees' Pension Plan, reported by St. Lukes-Roosevelt Hospital Center under EIN 13-2997301 and plan number 001. It reports 2,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134846NAL0016526387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Lukes-Roosevelt Hospital Center
- EIN
- 13-2997301
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,500,917
- Total liabilities (EOY)
- $3,885,460
- Net assets (EOY)
- $138,615,457
- Employer contributions
- $7,050,000
- Participant contributions
- $0
- Total income / additions
- $20,910,507
- Benefits paid
- $10,100,245
- Administrative expenses
- $2,736,456
- Total expenses
- $12,836,701
- Net increase / (decrease)
- $8,073,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Financial Management Inc. | NONE | $317,589 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $303,801 | not reported in the loaded dataset |
| Prime, Buchholz & Associates | NONE | $106,565 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $81,592 | not reported in the loaded dataset |
| Wiss & Company, Llp | NONE | $25,000 | not reported in the loaded dataset |