Pottsville, 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, Pottsville, PA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $237,321,074 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$237,321,074
Total reported liabilities (EOY)
$882,772
Total reported net assets (EOY)
$236,438,302

Contributions & income

Employer contributions
$9,402,136
Participant contributions
$9,493,550
Total income / additions
$54,217,035

Expenses & distributions

Benefits paid / distributions
$22,111,719
Total expenses
$23,924,812
Net increase / (decrease)
$30,292,223

Coverage

Total reported participants
4,742
Plans with financial statements
11
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pottsville, 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 Pottsville, PA
PlanSponsorReported assets (EOY)Year
Integrated Medical Group, P.C. Ret. PlanIntegrated Medical Group, P.C.$63,916,5102023
D. G. Yuengling & Son, Inc. 401(K) Savings And Profit Sharing PlanD.G. Yuengling & Son, Inc.$55,769,2812023
Service Access & Management, Inc. Employees' 401(K) PlanService Access & Management, Inc.$38,430,5822023
Beauty Educators 401(K) PlanEeg, Inc.$23,145,3352023
United Mine Workers Of America And Anthracite Oper Ators Cash Or Deferred Savings Plan Of 1990United Mine Workers Of America$20,982,5392023
Rac/Ser Salaried Employees' 401(K) PlanReading Anthracite Company$18,535,2402023
D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension PlanD.G. Yuengling & Son, Inc.$16,201,3832023
Integrated Medical Group, P.C. Group Medical PlanIntegrated Medical Group, P.C.$165,0082023
Fanelli Brothers Trucking Company Employee Benefit Plan (501)Fanelli Brothers Trucking Co.$95,5322023
The Pottsville Area Emergency Medical Services, Inc Employee Benefit PlanThe Pottsville Area Emergency Medical Services, Inc$72,0922023
Krasno & Krasno Employee Benefit PlanKrasno & Krasno$7,5722023
Empire Education Group Welfare Benefit PlanEeg, Inc.not reported in the loaded dataset2023
D.G. Yuengling & Son, Inc. Benefit PlanD.G. Yuengling And Son Incorporatednot reported in the loaded dataset2023

Related Form 5500 pages