2023 Form 5500 filing — Retirement Plan Of The Nonunion Employees Of The Pebtf

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808093023NAL0010682466001) for Retirement Plan Of The Nonunion Employees Of The Pebtf, reported by Pennsylvania Employees Benefit Trust Fund under EIN 52-1588740 and plan number 001. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,918,095
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240808093023NAL0010682466001
Plan sponsor
Pennsylvania Employees Benefit Trust Fund
EIN
52-1588740
Plan number
001
Location
Harrisburg, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$789.3K
Benefits paid / distributions$783.3K
Contributions
Employer$311.4K
Participant$480.8K
Full reported line items
Total assets (EOY)
$12,918,095
Total liabilities (EOY)
$0
Net assets (EOY)
$12,918,095
Employer contributions
$311,397
Participant contributions
$480,782
Total income / additions
$2,821,120
Benefits paid
$783,279
Administrative expenses
$6,028
Total expenses
$789,307
Net increase / (decrease)
$2,031,813

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808093023NAL0010682466001 cover?
It is the 2023 Form 5500 filing for Retirement Plan Of The Nonunion Employees Of The Pebtf, reported by Pennsylvania Employees Benefit Trust Fund (EIN 52-1588740).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages