Sellersville, 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, Sellersville, PA has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $247,614,320 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$247,614,320
Total reported liabilities (EOY)
$26,258
Total reported net assets (EOY)
$247,588,062

Contributions & income

Employer contributions
$2,556,847
Participant contributions
$11,453,196
Total income / additions
$55,767,032

Expenses & distributions

Benefits paid / distributions
$19,209,515
Total expenses
$22,726,490
Net increase / (decrease)
$33,040,542

Coverage

Total reported participants
7,498
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sellersville, 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 Sellersville, PA
PlanSponsorReported assets (EOY)Year
Grand View Hospital Retirement Income PlanGrand View Hospital$122,487,7022023
Grand View Hospital 403(B) PlanGrand View Health$106,635,1442023
Pel Healthcare, LLC 401(K) PlanPel Healthcare, LLC$18,366,5932023
Executive Approach Corporation 401(K) PlanExecutive Approach Corporation$91,5892023
Bucks-Mont Eye Associates, Pc Group Health PlanBucks-Mont Eye Associates, Pc$33,2922023
Long Haul Specialty Transport, Inc. 401(K) Profit Sharing PlanLong Haul Specialty Transport, Inc.$02023
Alpine Mechanical Services, LLCAlpine Mechanical Servicesnot reported in the loaded dataset2023
Alpine Mechanical Services, LLCAlpine Mechanical Servicesnot reported in the loaded dataset2023
United HealthcareAlpine Mechanical Servicesnot reported in the loaded dataset2023
Community Service Foundation Health & Welfare PlanCommunity Service Foundationnot reported in the loaded dataset2023
Grand View Hospital Welfare Benefit PlanGrand View Hospitalnot reported in the loaded dataset2023
Alpine Mechanical Services, LLCAlpine Mechanical Servicesnot reported in the loaded dataset2023

Related Form 5500 pages