Plan Snapshot
- Plan Sponsor: Pension Fund For Nursing And Health Care Employees
- Sponsor EIN: 232774706
- Sponsor Address: 1319 LOCUST STREET, PHILADELPHIA, PA, 191075405
- Plan Type: DC
- Total Participants: 1,920
- Total Assets: $72.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,920 | $72.5M | $2.9M | $0 |
| 2023 | 1,951 | $67.3M | $2.9M | $0 |
| 2022 | 1,808 | $62.9M | $2.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION FUND FOR HOSPITAL & HEALTHC | Other Service Provider | $739,832 | — | $739,832 |
| CYNTHIA BLASSINGAME | Other Service Provider | $113,567 | — | $113,567 |
| BOYD WATTERSON ASSET MGMT., LLC | Other Service Provider | — | $95,008 | $95,008 |
| ERIC BROOKS | Other Service Provider | $81,964 | — | $81,964 |
| SHAWN BOHANNAN | Other Service Provider | $73,339 | — | $73,339 |
| PAMELA A. SMITH-STRITE | Other Service Provider | $63,010 | — | $63,010 |
| ADRIAN HURST | Other Service Provider | $42,329 | — | $42,329 |
| ANNIE JONES | Other Service Provider | $39,209 | — | $39,209 |
| EVELYN ALAMEDA | Other Service Provider | $37,243 | — | $37,243 |
| BERTA SHKODRA | Other Service Provider | $35,168 | — | $35,168 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $33,063 | — | $33,063 |
| BLAIR DEVALIA | Other Service Provider | $30,904 | — | $30,904 |
| NOVAK FRANCELLA, LLC | Auditor | $26,350 | — | $26,350 |
| O'DONOGHUE & O'DONOGHUE LLP | Other Service Provider | $20,178 | — | $20,178 |
| COLUMBIA MANAGEMENT INVESTMENT ADV | Other Service Provider | $15,761 | — | $15,761 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $15,525 | — | $15,525 |
| DANA INVESTMENT ADVISORS INC | Other Service Provider | $12,089 | — | $12,089 |
| NEW TOWER TRUST COMPANY | Other Service Provider | — | $11,963 | $11,963 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,486,502
- Estimated Expense Ratio: 2.050% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $932,471 | $102,850 | — | $26,350 | — |
| 2023 | $960,632 | $121,069 | — | $23,100 | — |
| 2022 | $880,166 | $140,088 | — | — | $96,885 |