Plan5500

Hcsc Post Retirement Benefit Plan — Form 5500 plan (Health Care Service Corporation, A Mutual Legal Reserve Co,)

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, Hcsc Post Retirement Benefit Plan is a benefit plan reported by Health Care Service Corporation, A Mutual Legal Reserve Co, under EIN 36-1236610 and plan number 512. The latest loaded filing year is 2023. The filing reports 4,866 participants and $246,932,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Care Service Corporation, A Mutual Legal Reserve Co,
EIN
36-1236610
Plan number
512
Plan type
2
Location
Richardson, TX
Latest filing year
2023
Participants
4,866
End-of-year plan assets
$246,932,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,866H, C20241014142101NAL0026393905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$246,932,201
Total liabilities (EOY)
$465,077
Net assets (EOY)
$246,467,124
Net assets (BOY)
$216,766,271

Income & contributions

Employer contributions
$27,389,224
Participant contributions
$7,249,335
Total contributions
$34,638,559
Total income / additions
$66,622,265

Expenses & distributions

Benefits paid
$35,075,277
Administrative expenses
$1,846,135
Total expenses
$36,921,412
Net increase / (decrease)
$29,700,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wiilis Towers WatsonACTUARY$98,890not reported in the loaded dataset2023
Wellington Trust CompanyINVESTMENT MANAGER$89,923not reported in the loaded dataset2023
Ernst & YoungAUDITING$46,332not reported in the loaded dataset2023
The Northern Trust CompanyINVESTMENT MANAGER/TRUSTE$33,751not reported in the loaded dataset2023

Related Form 5500 pages