2023 Form 5500 filing — Winter Haven Hospital 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 20250630123858NAL0006607507001) for Winter Haven Hospital Pension Plan, reported by Winter Haven Hospital, Inc. under EIN 59-0724462 and plan number 001. It reports 1,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630123858NAL0006607507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winter Haven Hospital, Inc.
- EIN
- 59-0724462
- Plan number
- 001
- Location
- Winter Haven, FL
- Participants
- 1,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,064,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,064,885
- Employer contributions
- $500,000
- Total income / additions
- $5,936,713
- Benefits paid
- $2,404,231
- Administrative expenses
- $767,752
- Total expenses
- $3,171,983
- Net increase / (decrease)
- $2,764,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $314,081 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $44,000 | not reported in the loaded dataset |
| Hill Ward & Hendorson | NONE | $12,152 | not reported in the loaded dataset |
| Mondrian Investment Partner 29 | NONE | $4,076 | not reported in the loaded dataset |