Ashland, PA Form 5500 retirement and benefit plan filings

City Form 5500 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, Ashland, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,170,671 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,170,671
Total reported liabilities (EOY)
$220,118
Total reported net assets (EOY)
$5,950,553

Contributions & income

Employer contributions
$2,984,725
Participant contributions
$1,019,339
Total income / additions
$4,719,074

Expenses & distributions

Benefits paid / distributions
$3,198,346
Total expenses
$3,853,044
Net increase / (decrease)
$866,030

Coverage

Total reported participants
543
Plans with financial statements
4
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ashland, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Ashland, PA
PlanSponsorReported assets (EOY)Year
Ashland Foundry And Machine Works, LLC Union Retirement PlanAshland Foundry And Machine Works, LLC$5,684,1682023
Ashland Foundry And Machine Works, LLC Group Medical PlanAshland Foundry And Machine Works, LLC$446,5032023
Concept Pharmacy Services LLC Employee Benefit PlanConcept Pharmacy Services LLC$34,3312023
Red White And Blue Autos, Inc Employee Benefit PlanRed White And Blue Autos, Inc$5,6692023
Ashland Foundry & Machine Works, LLC Group Insurance PlanAshland Foundry And Machine Works, LLCnot reported in the loaded dataset2023

Related Form 5500 pages