Presbyterian Healthcare Services 401(A) Plan — Form 5500 plan (Presbyterian Healthcare Services)

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, Presbyterian Healthcare Services 401(A) Plan is a benefit plan reported by Presbyterian Healthcare Services under EIN 85-0105601 and plan number 003. The latest loaded filing year is 2023. The filing reports 16,335 participants and $455,354,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Healthcare Services
EIN
85-0105601
Plan number
003
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
16,335
End-of-year plan assets
$455,354,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,335H, C20240708082814NAL0018906384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$455,354,701
Total liabilities (EOY)
$0
Net assets (EOY)
$455,354,701
Net assets (BOY)
$372,088,163

Income & contributions

Employer contributions
$37,807,544
Total contributions
$37,908,067
Total income / additions
$108,968,511

Expenses & distributions

Benefits paid
$25,435,168
Administrative expenses
$266,805
Total expenses
$25,701,973
Net increase / (decrease)
$83,266,538

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$217,029$02023
Mcdermott, Will & EmeryLEGAL$29,519not reported in the loaded dataset2023
RedwAUDITOR$20,257not reported in the loaded dataset2023

Related Form 5500 pages