Huntingdon, 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, Huntingdon, PA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $193,160,278 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$193,160,278
Total reported liabilities (EOY)
$333,482
Total reported net assets (EOY)
$192,826,796

Contributions & income

Employer contributions
$3,467,692
Participant contributions
$3,291,674
Total income / additions
$31,981,829

Expenses & distributions

Benefits paid / distributions
$16,277,126
Total expenses
$16,657,377
Net increase / (decrease)
$15,324,452

Coverage

Total reported participants
3,218
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Huntingdon, 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 Huntingdon, PA
PlanSponsorReported assets (EOY)Year
Juniata College Retirement PlanJuniata College$130,918,6502023
Mutual Benefit Insurance Company Retirement PlanMutual Benefit Insurance Company$29,896,4292023
Mutual Benefit Insurance Company 401(K) PlanMutual Benefit Insurance Company$27,065,3002023
Benchmark Therapies, Inc. 401(K) Profit Sharing PlanBenchmark Therapies, Inc.$3,589,0602023
Modern Family Dentistry LLC Profit Sharing PlanModern Family Dentistry LLC$1,357,3572023
Penn Highlands Huntingdon 403(B) Retirement PlanJ.C. Blair Memorial Hospital$333,4822023
Juniata College Health & Welfare Benefits PlanJuniata Collegenot reported in the loaded dataset2023
Mutual Benefit Group Welfare Benefit PlanMutual Benefit Groupnot reported in the loaded dataset2023

Related Form 5500 pages