Santafe Healthcare, Inc. Pension Plan — Form 5500 plan (Santafe Healthcare, 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, Santafe Healthcare, Inc. Pension Plan is a benefit plan reported by Santafe Healthcare, Inc. under EIN 59-2317607 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,489 participants and $105,214,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santafe Healthcare, Inc.
- EIN
- 59-2317607
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 1,489
- End-of-year plan assets
- $105,214,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,489 | H, C | 20240925061420NAL0019275984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,214,309
- Total liabilities (EOY)
- $1,306
- Net assets (EOY)
- $105,213,003
- Net assets (BOY)
- $103,532,830
Income & contributions
- Employer contributions
- $3,786,332
- Total contributions
- $3,786,332
- Total income / additions
- $19,610,575
Expenses & distributions
- Benefits paid
- $16,269,308
- Administrative expenses
- $1,661,094
- Total expenses
- $17,930,402
- Net increase / (decrease)
- $1,680,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group Inc | NONE | $207,591 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmt | NONE | $141,090 | not reported in the loaded dataset | 2023 |
| Us Institutional Corp | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $44,122 | not reported in the loaded dataset | 2023 |
| Wellington Investment Corporation | NONE | $25,175 | not reported in the loaded dataset | 2023 |
| Milliman Financial Risk Mgmt LLC | NONE | $13,767 | not reported in the loaded dataset | 2023 |
| Cql Management LLC | NONE | $11,883 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santafe Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainesville, FL
- The Angell Pension Group Inc — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Us Institutional Corp — Schedule C compensation
- Principal Bank — Schedule C compensation
- Wellington Investment Corporation — Schedule C compensation
- Milliman Financial Risk Mgmt LLC — Schedule C compensation
- Cql Management LLC — Schedule C compensation