Boca Raton Regional Hospital Employees Pension Plan — Form 5500 plan (Boca Raton Regional Hospital, 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, Boca Raton Regional Hospital Employees Pension Plan is a benefit plan reported by Boca Raton Regional Hospital, Inc. under EIN 59-1006663 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,715 participants and $76,539,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boca Raton Regional Hospital, Inc.
- EIN
- 59-1006663
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 1,715
- End-of-year plan assets
- $76,539,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,715 | H, C | 20241003113549NAL0019517074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,539,442
- Total liabilities (EOY)
- $325,220
- Net assets (EOY)
- $76,214,222
- Net assets (BOY)
- $108,904,149
Income & contributions
- Employer contributions
- $3,898,000
- Total contributions
- $3,898,000
- Total income / additions
- $17,040,994
Expenses & distributions
- Benefits paid
- $47,987,542
- Administrative expenses
- $1,743,379
- Total expenses
- $49,730,921
- Net increase / (decrease)
- -$32,689,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $168,622 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $109,444 | not reported in the loaded dataset | 2023 |
| Columbia Investment Mgmt Advisors | NONE | $69,887 | not reported in the loaded dataset | 2023 |
| Mfs Investment Management | NONE | $24,275 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $13,318 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management | NONE | $12,311 | not reported in the loaded dataset | 2023 |
| Delware Investments | NONE | $10,202 | not reported in the loaded dataset | 2023 |
| Martin Currie Investment Management | NONE | $9,479 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management, LLC | NONE | $9,392 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $8,358 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Co LLC | NONE | $7,853 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $7,688 | not reported in the loaded dataset | 2023 |
| Peregrine Capital Management | NONE | $7,641 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boca Raton Regional Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Usi Consulting Group — Schedule C compensation
- Bank Of America — Schedule C compensation
- Columbia Investment Mgmt Advisors — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Blackrock Investment Management — Schedule C compensation
- Delware Investments — Schedule C compensation
- Martin Currie Investment Management — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Tcw Asset Management Co LLC — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Peregrine Capital Management — Schedule C compensation