St. Joseph Hospital Retirement Income Plan — Form 5500 plan (Catholic Health)
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. Joseph Hospital Retirement Income Plan is a benefit plan reported by Catholic Health under EIN 22-2565278 and plan number 002. The latest loaded filing year is 2023. The filing reports 849 participants and $24,883,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Health
- EIN
- 22-2565278
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 849
- End-of-year plan assets
- $24,883,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 849 | H, C | 20241010145521NAL0010159619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,883,133
- Total liabilities (EOY)
- $12,412
- Net assets (EOY)
- $24,870,721
- Net assets (BOY)
- $24,854,775
Income & contributions
- Employer contributions
- $708,000
- Total contributions
- $708,000
- Total income / additions
- $2,841,952
Expenses & distributions
- Benefits paid
- $2,223,242
- Administrative expenses
- $602,764
- Total expenses
- $2,826,006
- Net increase / (decrease)
- $15,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slc Management | NONE | $60,385 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Freed Maxick | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $10,357 | not reported in the loaded dataset | 2023 |