Plan5500

Catholic Medical Center Pension Plan — Form 5500 plan (Catholic Healthcare Trust)

Plain-English plan 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, Catholic Medical Center Pension Plan is a benefit plan reported by Catholic Healthcare Trust under EIN 02-0315693 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,981 participants and $221,250,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catholic Healthcare Trust
EIN
02-0315693
Plan number
005
Plan type
2
Location
Manchester, NH
Latest filing year
2023
Participants
1,981
End-of-year plan assets
$221,250,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,981H, C20250415141048NAL0003413201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$221,250,544
Total liabilities (EOY)
$0
Net assets (EOY)
$221,250,544
Net assets (BOY)
$206,287,725

Income & contributions

Employer contributions
$1,068,321
Total contributions
$1,068,321
Total income / additions
$28,878,855

Expenses & distributions

Benefits paid
$12,029,826
Administrative expenses
$1,886,210
Total expenses
$13,916,036
Net increase / (decrease)
$14,962,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoNONE$317,795not reported in the loaded dataset2023
Marathon InternationalNONE$47,847not reported in the loaded dataset2023
New England Private Wealth AdvisorsNONE$33,500not reported in the loaded dataset2023

Related Form 5500 pages