2023 Form 5500 filing — Wellspan Health Pension Trust
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 20250414165121NAL0000891795001) for Wellspan Health Pension Trust, reported by Wellspan Health under EIN 47-4277762 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414165121NAL0000891795001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Wellspan Health
- EIN
- 47-4277762
- Plan number
- 001
- Location
- York, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,188,683,847
- Total liabilities (EOY)
- $1,298,863
- Net assets (EOY)
- $1,187,384,984
- Total income / additions
- $81,847,977
- Benefits paid
- $0
- Administrative expenses
- $8,489,886
- Total expenses
- $8,489,886
- Net increase / (decrease)
- $73,358,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $1,701,038 | not reported in the loaded dataset |
| Silchester Intrnl Investor Inc | NONE | $558,006 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $353,663 | $0 |
| Victory Capital Management | NONE | $311,500 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $280,809 | $0 |
| Nepc LLC | NONE | $263,836 | not reported in the loaded dataset |
| Northern Trust | NONE | $223,991 | $0 |
| William Blair & Co. | NONE | $186,211 | not reported in the loaded dataset |
| Loomis Sayles & Company, L.P. | NONE | $124,576 | $0 |
| State Street Research & Mgmt | NONE | $61,223 | $0 |
| Prudential Bank & Trust Company | NONE | $17,481 | not reported in the loaded dataset |