Parkview Health System, Inc. Employees Pension Plan — Form 5500 plan (Parkview Health System, Inc.)
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, Parkview Health System, Inc. Employees Pension Plan is a benefit plan reported by Parkview Health System, Inc. under EIN 35-1972384 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,440 participants and $449,052,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parkview Health System, Inc.
- EIN
- 35-1972384
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 4,440
- End-of-year plan assets
- $449,052,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,440 | H, C | 20241011162508NAL0037669776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $449,052,317
- Total liabilities (EOY)
- $34,064,058
- Net assets (EOY)
- $414,988,259
- Net assets (BOY)
- $395,772,055
Income & contributions
- Employer contributions
- $8,200,000
- Total contributions
- $8,200,000
- Total income / additions
- $47,923,060
Expenses & distributions
- Benefits paid
- $24,757,901
- Administrative expenses
- $3,948,955
- Total expenses
- $28,706,856
- Net increase / (decrease)
- $19,216,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co Ll | NONE | $331,910 | $0 | 2023 |
| Lincoln National Life Insurance Co | NONE | $274,312 | $0 | 2023 |
| Pnc Capital Advisors | NONE | $161,290 | $0 | 2023 |
| Walter Scott & Partners | NONE | $150,488 | $0 | 2023 |
| Epoch Investment Management Co LLC | NONE | $141,280 | $0 | 2023 |
| Buck Global, LLC | NONE | $123,368 | $0 | 2023 |
| Rreef America Reit Ii, Inc | NONE | $106,704 | $0 | 2023 |
| Ubs Trumbull | NONE | $85,179 | $0 | 2023 |
| Wellington Trust | NONE | $72,379 | $0 | 2023 |
| First Republic Bank | NONE | $53,030 | $0 | 2023 |
| Highland Associates, Inc. | NONE | $49,107 | $0 | 2023 |
| Wells Fargo Bank, N.A. | NONE | $27,126 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Parkview Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Pacific Investment Management Co Ll — Schedule C compensation
- Lincoln National Life Insurance Co — Schedule C compensation
- Pnc Capital Advisors — Schedule C compensation
- Walter Scott & Partners — Schedule C compensation
- Epoch Investment Management Co LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Rreef America Reit Ii, Inc — Schedule C compensation
- Ubs Trumbull — Schedule C compensation
- Wellington Trust — Schedule C compensation
- First Republic Bank — Schedule C compensation
- Highland Associates, Inc. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation