Huntington Memorial Hospital Retirement Plan — Form 5500 plan (Pasadena Hospital Association, Ltd)
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, Huntington Memorial Hospital Retirement Plan is a benefit plan reported by Pasadena Hospital Association, Ltd under EIN 95-1644036 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,451 participants and $118,422,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pasadena Hospital Association, Ltd
- EIN
- 95-1644036
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 2,451
- End-of-year plan assets
- $118,422,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,451 | H, C | 20241014181908NAL0028070081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,422,188
- Total liabilities (EOY)
- $424,880
- Net assets (EOY)
- $117,997,308
- Net assets (BOY)
- $115,498,222
Income & contributions
- Employer contributions
- $6,040,000
- Participant contributions
- $0
- Total contributions
- $6,040,000
- Total income / additions
- $17,280,101
Expenses & distributions
- Benefits paid
- $12,043,452
- Administrative expenses
- $2,737,563
- Total expenses
- $14,781,015
- Net increase / (decrease)
- $2,499,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $663,919 | not reported in the loaded dataset | 2023 |
| Vanguard Total Int St Idx-Is #1869 | NONE | $110,504 | $0 | 2023 |
| Cambridge Associates LLC | NONE | $91,165 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $61,000 | not reported in the loaded dataset | 2023 |
| Axa Equitable | NONE | $33,329 | not reported in the loaded dataset | 2023 |
| Franklin Templeton | NONE | $26,907 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $17,415 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | NONE | $7,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pasadena Hospital Association, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Vanguard Total Int St Idx-Is #1869 — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Axa Equitable — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation