Vassar Brothers Hospital Pension Plan — Form 5500 plan (Vassar Brothers Hospital)
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, Vassar Brothers Hospital Pension Plan is a benefit plan reported by Vassar Brothers Hospital under EIN 14-1338586 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,685 participants and $125,602,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vassar Brothers Hospital
- EIN
- 14-1338586
- Plan number
- 003
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 1,685
- End-of-year plan assets
- $125,602,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,685 | H, C | 20241011161436NAL0022301729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,602,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,602,851
- Net assets (BOY)
- $107,093,458
Income & contributions
- Employer contributions
- $10,746,588
- Total contributions
- $10,746,588
- Total income / additions
- $25,582,457
Expenses & distributions
- Benefits paid
- $5,460,072
- Administrative expenses
- $1,612,992
- Total expenses
- $7,073,064
- Net increase / (decrease)
- $18,509,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Custody Solutions | CUSTODIAN | $207,334 | not reported in the loaded dataset | 2023 |
| Nepc LLC | INVESTMENT ADVISORY | $109,315 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | INVESTMENT MANAGEMENT | $46,524 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT | $35,535 | not reported in the loaded dataset | 2023 |
| Wellington Trust | INVESTMENT MANAGEMENT | $17,874 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co | INVESTMENT MANAGEMENT | $17,407 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | CUSTODIAN | $6,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vassar Brothers Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Principal Custody Solutions — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Loomis Sayles & Co — Schedule C compensation
- State Street Global Advisors — Schedule C compensation