2023 Form 5500 filing — Retirement Plan For Hospital 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 20241015191926NAL0049514208001) for Retirement Plan For Hospital Employees, reported by Board Of Trustees Retirement Plan For Hospital Employees under EIN 94-2995676 and plan number 001. It reports 19,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191926NAL0049514208001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Retirement Plan For Hospital Employees
- EIN
- 94-2995676
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 19,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,269,400,948
- Total liabilities (EOY)
- $1,178,861
- Net assets (EOY)
- $1,268,222,087
- Employer contributions
- $15,274,996
- Total income / additions
- $163,045,050
- Benefits paid
- $100,705,316
- Administrative expenses
- $4,860,696
- Total expenses
- $105,566,012
- Net increase / (decrease)
- $57,479,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sangus Ltd Dba Retirement Plan | NONE | $1,149,138 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $908,713 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $779,557 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $402,936 | not reported in the loaded dataset |
| Trucker-Huss | NONE | $315,008 | not reported in the loaded dataset |
| Principal Custody Services | NONE | $207,735 | not reported in the loaded dataset |
| Brandywine Global Investment Manag | NONE | $102,207 | not reported in the loaded dataset |
| Stephen Horn | NONE | $78,532 | not reported in the loaded dataset |
| Wtc-Dif Ii Securitized | NONE | $66,472 | not reported in the loaded dataset |
| Rv Kuhns & Associates | NONE | $58,500 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $34,361 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $33,785 | not reported in the loaded dataset |
| Pacific Coast Concepts | NONE | $27,603 | not reported in the loaded dataset |
| Pension Benefits Information LLC | NONE | $20,100 | not reported in the loaded dataset |
| Berwyn Group | NONE | $7,726 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $5,148 | not reported in the loaded dataset |
| Citibank | 18259 | not reported in the loaded dataset | not reported in the loaded dataset |