Adelphoi Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Adelphoi Usa, Inc. (EIN 23-7170997) is a plan sponsor located in Latrobe, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7170997
Location
Latrobe, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,644,808
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,644,808

Contributions & income

Employer contributions
$596,664
Participant contributions
$1,773,979
Total income / additions
$6,273,839

Expenses & distributions

Benefits paid / distributions
$1,885,757
Total expenses
$1,993,073
Net increase / (decrease)
$4,280,766

Coverage

Total reported participants
1,743
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Adelphoi Usa, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Adelphoi Usa, Inc. Tax Deferred Annuity Plan0011,197$26,644,8082023
Adelphoi Usa, Inc. Employee Welfare Benefit Plan501546not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Adelphoi Usa, Inc.
YearPlanParticipantsSchedulesFiling
2023Adelphoi Usa, Inc. Tax Deferred Annuity Plan1,197H, C20240605062622NAL0043669234001
2023Adelphoi Usa, Inc. Employee Welfare Benefit Plan54620240906122341NAL0001339537001

Related Form 5500 pages