Shands Healthcare Pension Plan Ii — Form 5500 plan (Shands Teaching Hospital And Clinics, 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, Shands Healthcare Pension Plan Ii is a benefit plan reported by Shands Teaching Hospital And Clinics, Inc. under EIN 59-1943502 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,487 participants and $999,233,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shands Teaching Hospital And Clinics, Inc.
- EIN
- 59-1943502
- Plan number
- 004
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 7,487
- End-of-year plan assets
- $999,233,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,487 | H, C | 20250415170531NAL0007029410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $999,233,463
- Total liabilities (EOY)
- $91,904,143
- Net assets (EOY)
- $907,329,320
- Net assets (BOY)
- $914,439,622
Income & contributions
- Employer contributions
- $8,675,556
- Total contributions
- $8,675,556
- Total income / additions
- $63,938,341
Expenses & distributions
- Benefits paid
- $62,709,821
- Administrative expenses
- $8,338,822
- Total expenses
- $71,048,643
- Net increase / (decrease)
- -$7,110,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco LLC | NONE | $658,636 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company | NONE | $448,819 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Ltd | NONE | $409,705 | $0 | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $409,013 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | NONE | $258,963 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $150,644 | not reported in the loaded dataset | 2023 |
| Emerald Advisers,LLC | NONE | $108,307 | $0 | 2023 |
| Mercer Investments LLC | NONE | $96,520 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp | NONE | $90,996 | $0 | 2023 |
| James Moore & Co | NONE | $44,625 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Managenent Inc | NONE | $31,692 | $0 | 2023 |
| Bluebay Asset Management Llp | NONE | $20,885 | $0 | 2023 |
| Blackburn & Company, Lc | NONE | $5,720 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shands Teaching Hospital And Clinics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainesville, FL
- Pimco LLC — Schedule C compensation
- Tcw Asset Management Company — Schedule C compensation
- Baillie Gifford Overseas Ltd — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Mercer — Schedule C compensation
- Emerald Advisers,LLC — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mellon Capital Management Corp — Schedule C compensation
- James Moore & Co — Schedule C compensation
- Jp Morgan Investment Managenent Inc — Schedule C compensation
- Bluebay Asset Management Llp — Schedule C compensation
- Blackburn & Company, Lc — Schedule C compensation