Pension Fund For Nursing And Health Care Employees — Form 5500 plan (Pension Fund For Nursing And Health Care Employees)
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, Pension Fund For Nursing And Health Care Employees is a benefit plan reported by Pension Fund For Nursing And Health Care Employees under EIN 23-2774706 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,469 participants and $67,292,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Fund For Nursing And Health Care Employees
- EIN
- 23-2774706
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,469
- End-of-year plan assets
- $67,292,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,469 | H, C | 20241015105038NAL0028115713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,292,921
- Total liabilities (EOY)
- $161,635
- Net assets (EOY)
- $67,131,286
- Net assets (BOY)
- $62,750,404
Income & contributions
- Employer contributions
- $2,909,986
- Total contributions
- $2,909,986
- Total income / additions
- $8,497,929
Expenses & distributions
- Benefits paid
- $3,156,415
- Administrative expenses
- $960,632
- Total expenses
- $4,117,047
- Net increase / (decrease)
- $4,380,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Fund For Hospital & Healthc | RELATED FUND | $709,879 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt., LLC | NONE | $95,091 | not reported in the loaded dataset | 2023 |
| Eric Brooks | EMPLOYEE | $80,916 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $61,960 | not reported in the loaded dataset | 2023 |
| Pamela A. Smith-Strite | EMPLOYEE | $57,863 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technology | NONE | $48,478 | not reported in the loaded dataset | 2023 |
| Adrian Hurst | EMPLOYEE | $42,664 | not reported in the loaded dataset | 2023 |
| Ayana Hamler | EMPLOYEE | $39,768 | not reported in the loaded dataset | 2023 |
| Berta Shkodra | EMPLOYEE | $38,349 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $36,241 | not reported in the loaded dataset | 2023 |
| Evelyn Alameda | EMPLOYEE | $35,906 | not reported in the loaded dataset | 2023 |
| Blair Devalia | EMPLOYEE | $29,839 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $25,746 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $23,100 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co. Investment Adv. | NONE | $16,198 | $0 | 2023 |
| New Tower Trust Company | NONE | $0 | $6,455 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension Fund For Nursing And Health Care Employees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Pension Fund For Hospital & Healthc — Schedule C compensation
- Boyd Watterson Asset Mgmt., LLC — Schedule C compensation
- Eric Brooks — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Pamela A. Smith-Strite — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Adrian Hurst — Schedule C compensation
- Ayana Hamler — Schedule C compensation
- Berta Shkodra — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Evelyn Alameda — Schedule C compensation
- Blair Devalia — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Smith Graham & Co. Investment Adv. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation