2023 Form 5500 filing — St. Joseph Health Services Of Rhode Island Retirement 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 20250415104412NAL0001383491001) for St. Joseph Health Services Of Rhode Island Retirement Plan, reported by Stephen Del Sesto, Receiver under EIN 82-2871833 and plan number 001. It reports 2,514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415104412NAL0001383491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephen Del Sesto, Receiver
- EIN
- 82-2871833
- Plan number
- 001
- Location
- Providence, RI
- Participants
- 2,514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,975,343
- Total liabilities (EOY)
- $195,733
- Net assets (EOY)
- $35,779,610
- Total income / additions
- $3,781,903
- Benefits paid
- $11,377,963
- Administrative expenses
- $2,723,163
- Total expenses
- $14,101,126
- Net increase / (decrease)
- -$10,319,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pierce Atwood Llp | RECEIVER | $392,669 | not reported in the loaded dataset |
| Gabriel, Roeder, Smith & Company | NONE | $187,230 | not reported in the loaded dataset |
| Mercer Investment Management | FIDUCIARY | $106,184 | $0 |
| Tawshunsky Law Firm Pllc | NONE | $76,950 | not reported in the loaded dataset |
| Bank Of America, N.A. | NONE | $54,657 | $0 |
| Calibre Cpa Group | NONE | $25,000 | not reported in the loaded dataset |