St. Lukes-Roosevelt Hospital Center Employees' Pension Plan — Form 5500 plan (St. Lukes-Roosevelt Hospital Center)
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, St. Lukes-Roosevelt Hospital Center Employees' Pension Plan is a benefit plan reported by St. Lukes-Roosevelt Hospital Center under EIN 13-2997301 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,538 participants and $142,500,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Lukes-Roosevelt Hospital Center
- EIN
- 13-2997301
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,538
- End-of-year plan assets
- $142,500,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,538 | H, C | 20241015134846NAL0016526387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,500,917
- Total liabilities (EOY)
- $3,885,460
- Net assets (EOY)
- $138,615,457
- Net assets (BOY)
- $130,541,651
Income & contributions
- Employer contributions
- $7,050,000
- Participant contributions
- $0
- Total contributions
- $7,050,000
- Total income / additions
- $20,910,507
Expenses & distributions
- Benefits paid
- $10,100,245
- Administrative expenses
- $2,736,456
- Total expenses
- $12,836,701
- Net increase / (decrease)
- $8,073,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Financial Management Inc. | NONE | $317,589 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $303,801 | not reported in the loaded dataset | 2023 |
| Prime, Buchholz & Associates | NONE | $106,565 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $81,592 | not reported in the loaded dataset | 2023 |
| Wiss & Company, Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Lukes-Roosevelt Hospital Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Blackrock Financial Management Inc. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Prime, Buchholz & Associates — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Wiss & Company, Llp — Schedule C compensation