Whitehall, 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, Whitehall, PA has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $29,518,610 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
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,518,610
Total reported liabilities (EOY)
$1,366,728
Total reported net assets (EOY)
$28,151,882

Contributions & income

Employer contributions
$25,426
Participant contributions
$6,732,453
Total income / additions
$10,293,104

Expenses & distributions

Benefits paid / distributions
$4,290,481
Total expenses
$5,769,077
Net increase / (decrease)
$4,524,027

Coverage

Total reported participants
1,774
Plans with financial statements
10
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitehall, 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 Whitehall, PA
PlanSponsorReported assets (EOY)Year
Bazella Group Retirement PlanBazella Works$8,323,6642023
Person Directed Supports 401(K) PlanPerson Directed Supports, Inc.$7,380,0712023
Fellowship Community 403b PlanBible Fellowship Church Homes Inc.$5,197,7042023
Saranda Home Health Corp. Retirement PlanSaranda Home Health Corp.$3,377,1532023
Dynalene, Inc. 401(K) PlanDynalene, Inc.$2,646,8712023
Aag In Home Care Inc. Retirement PlanAag In Home Care Inc.$1,371,8882023
Person Directed Supports, Inc. Group Health PlanPerson Directed Supports, Inc.$1,125,3362023
Bazella Works, LLC Group Medical Plan 502Bazella Works$54,0562023
Gilboy Ford Inc. Employee Benefit Plan (501)Gilboy Ford, Inc.$41,8422023
Moyer Storage, Inc. 401k Profit Sharing PlanMoyer Storage, Inc.$252023
Person Directed Supports, Inc. Group Insurance PlanPerson Directed Supports, Inc.not reported in the loaded dataset2023
Bible Fellowship Church Homes, IncBible Fellowship Church Homes, Incnot reported in the loaded dataset2023

Related Form 5500 pages