Connellsville, 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, Connellsville, PA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $22,643,851 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,643,851
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,975,577

Contributions & income

Employer contributions
$607,158
Participant contributions
$610,533
Total income / additions
$4,807,374

Expenses & distributions

Benefits paid / distributions
$1,366,826
Total expenses
$1,523,540
Net increase / (decrease)
$3,283,834

Coverage

Total reported participants
1,081
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Connellsville, 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 Connellsville, PA
PlanSponsorReported assets (EOY)Year
Shallenberger Construction, Inc. 401(K) Davis Bacon PlanShallenberger Construction, Inc.$11,670,6212023
Wendell H. Stone Co., Inc. 401(K) PlanWendell H. Stone Co., Inc.$10,973,2302023
Highlands Hospital 403(B) PlanHighlands Hospitalnot reported in the loaded dataset2023
Ford Business Machines Life Insurance PlanFord Business Machines, Inc.not reported in the loaded dataset2023

Related Form 5500 pages