Cottage Health Pension Plan — Form 5500 plan (Cottage Health)
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, Cottage Health Pension Plan is a benefit plan reported by Cottage Health under EIN 77-0431902 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,966 participants and $834,847,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cottage Health
- EIN
- 77-0431902
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 4,966
- End-of-year plan assets
- $834,847,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,966 | H, C | 20241015101129NAL0056947938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $834,847,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $834,847,402
- Net assets (BOY)
- $747,873,995
Income & contributions
- Employer contributions
- $858
- Participant contributions
- $18,548,968
- Total contributions
- $18,549,826
- Total income / additions
- $113,487,020
Expenses & distributions
- Benefits paid
- $23,340,270
- Administrative expenses
- $3,173,343
- Total expenses
- $26,513,613
- Net increase / (decrease)
- $86,973,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $790,624 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $249,757 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $183,569 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $121,699 | not reported in the loaded dataset | 2023 |
| Frontec Xii Private Capital (Parall | NONE | $116,000 | not reported in the loaded dataset | 2023 |
| Stgvi-A, L.P | NONE | $95,916 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $92,638 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | NONE | $85,512 | not reported in the loaded dataset | 2023 |
| Advent International Fpe X-C Limite | NONE | $81,355 | not reported in the loaded dataset | 2023 |
| Manulife Asset Management Us LLC | NONE | $71,230 | not reported in the loaded dataset | 2023 |
| William Blair & Co. | NONE | $67,506 | not reported in the loaded dataset | 2023 |
| Mill Point Capital Partners Ii-A | NONE | $65,614 | not reported in the loaded dataset | 2023 |
| Bain Capital Fund Xiii, Lp | NONE | $64,400 | not reported in the loaded dataset | 2023 |
| Klcp Offshore Fund Lp | NONE | $62,345 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $60,356 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $54,700 | not reported in the loaded dataset | 2023 |
| Income Research & Mgmt. Inc | NONE | $52,186 | not reported in the loaded dataset | 2023 |
| Thoma Bravo Fund Xv-A, Lp | NONE | $50,452 | not reported in the loaded dataset | 2023 |
| Glendower Capital Sof Iv (Feeder), | NONE | $32,993 | not reported in the loaded dataset | 2023 |
| Lakestar Growth I Lp | NONE | $32,876 | not reported in the loaded dataset | 2023 |
| Pontifax Global Food And Agricultur | NONE | $32,077 | not reported in the loaded dataset | 2023 |
| Acadian Non Us All Cop Equity Fund | NONE | $23,926 | not reported in the loaded dataset | 2023 |
| 5y Capital Evolution | NONE | $23,586 | not reported in the loaded dataset | 2023 |
| Emk Capital Partners Ii - B, Lp | NONE | $22,164 | not reported in the loaded dataset | 2023 |
| 5y Capital Growth | NONE | $18,848 | not reported in the loaded dataset | 2023 |
| Thoma Bravo Fund Xiv-A, Lp | NONE | $11,067 | not reported in the loaded dataset | 2023 |
| Dalfen Last Mile Industrial Fund Iv | NONE | $10,845 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $10,669 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cottage Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Frontec Xii Private Capital (Parall — Schedule C compensation
- Stgvi-A, L.P — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Advent International Fpe X-C Limite — Schedule C compensation
- Manulife Asset Management Us LLC — Schedule C compensation
- William Blair & Co. — Schedule C compensation
- Mill Point Capital Partners Ii-A — Schedule C compensation
- Bain Capital Fund Xiii, Lp — Schedule C compensation
- Klcp Offshore Fund Lp — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Income Research & Mgmt. Inc — Schedule C compensation
- Thoma Bravo Fund Xv-A, Lp — Schedule C compensation
- Glendower Capital Sof Iv (Feeder), — Schedule C compensation
- Lakestar Growth I Lp — Schedule C compensation
- Pontifax Global Food And Agricultur — Schedule C compensation
- Acadian Non Us All Cop Equity Fund — Schedule C compensation
- 5y Capital Evolution — Schedule C compensation
- Emk Capital Partners Ii - B, Lp — Schedule C compensation
- 5y Capital Growth — Schedule C compensation
- Thoma Bravo Fund Xiv-A, Lp — Schedule C compensation
- Dalfen Last Mile Industrial Fund Iv — Schedule C compensation
- State Street Research & Management — Schedule C compensation