Shippensburg, 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, Shippensburg, PA has 18 loaded benefit plan(s) reported by 6 plan sponsor(s), with $364,536,938 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$364,536,938
Total reported liabilities (EOY)
$242,444
Total reported net assets (EOY)
$364,294,494

Contributions & income

Employer contributions
$10,339,263
Participant contributions
$7,690,363
Total income / additions
$61,827,829

Expenses & distributions

Benefits paid / distributions
$20,880,018
Total expenses
$22,746,607
Net increase / (decrease)
$39,081,222

Coverage

Total reported participants
6,624
Plans with financial statements
8
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shippensburg, 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 Shippensburg, PA
PlanSponsorReported assets (EOY)Year
Volvo Investment PlanVolvo Construction Equipment North America, LLC$230,083,9222023
Volvo Retirement PlanVolvo Construction Equipment North America, LLC.$109,449,9702023
The Beistle Company Employee Stock Ownership PlanThe Beistle Company$13,850,0282023
The Beistle Company 401(K) PlanThe Beistle Company$10,818,8402023
Daddy Shark, Inc. Retirement PlanDaddy Shark, Inc.$323,6982023
Shippensburg Physical Therapy And Sports Medicine, LLC Employee Benefit PlanShippensburg Physical Therapy & Sports Medicine, LLC$10,1172023
New Visions Of South Central Pa, Inc. Employee Benefit PlanNew Visions Of South Central Pa, Inc.$3632023
Orrstown Financial Services, Inc. Medical PlanOrrstown Financial Services, Inc.$02023
The Beistle Company Group Vision Insurance PlanThe Beistle Companynot reported in the loaded dataset2023
The Beistle Company Group Life Insurance PlanThe Beistle Companynot reported in the loaded dataset2023
Volvo OptionsVolvo Construction Equipment North America, LLCnot reported in the loaded dataset2023
Volvo Retiree Benefit PlanVolvo Construction Equipment North America, LLCnot reported in the loaded dataset2023
Group Insurance Plan Clark Michigan Company Retired Salary EmployeesVolvo Construction Equipment North America, LLCnot reported in the loaded dataset2023
Volvo Construction Equipment North America Severance PlanVolvo Construction Equipment North America, LLCnot reported in the loaded dataset2023
Volvo Road Machinery Retiree PlanVolvo Construction Equipment North America, LLCnot reported in the loaded dataset2023
Group Dental Insurance PlanThe Beistle Companynot reported in the loaded dataset2023
Group Health Insurance PlanThe Beistle Companynot reported in the loaded dataset2023
Orrstown Financial Services, Inc. Group Health PlanOrrstown Financial Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages