Palmerton, 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, Palmerton, PA has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $254,164,480 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$254,164,480
Total reported liabilities (EOY)
$1,176,333
Total reported net assets (EOY)
$252,988,147

Contributions & income

Employer contributions
$3,938,466
Participant contributions
$3,687,184
Total income / additions
$42,168,881

Expenses & distributions

Benefits paid / distributions
$20,813,874
Total expenses
$22,107,059
Net increase / (decrease)
$20,061,822

Coverage

Total reported participants
4,467
Plans with financial statements
7
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palmerton, 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 Palmerton, PA
PlanSponsorReported assets (EOY)Year
Pencor Services, Inc. Non-Agreement Pension PlanPencor Services, Inc.$162,376,9532023
Pencor Services, Inc. 401(K) Salary Reduction PlanPencor Services, Inc.$24,855,6772023
Jcs Family, Inc Employee Stock Ownership PlanJcs Family, Inc$22,720,0002023
The First Northern Bank & Trust 401(K) PlanFirst Northern Bank & Trust Co.$20,241,7652023
United Steelworkers Of America (Uswa) Savings Program - Pencor Services, Inc. 401(K) PlanBlue Ridge Cable Technologies, Inc. Dba Blue Ridge Communications$12,647,6192023
Pension Plan For Employees Of United States Metal Powders IncUnited States Metal Powders, Inc$5,772,9832023
Penteledata Ltd. Partnership 401(K) Salary Reduction PlanPenteledata Limited Partnership I$5,549,4832023
First Northern Ban And Trust Company BenFirst Northern Bank And Trust Companynot reported in the loaded dataset2023
Pencor Services, Inc. Insurance PlanPencor Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages