2023 Form 5500 filing — Baptist Homes Pension Plan
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 20240904140724NAL0044011986001) for Baptist Homes Pension Plan, reported by Baptist Homes Of Western Pennsylvania under EIN 25-1469289 and plan number 002. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904140724NAL0044011986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Homes Of Western Pennsylvania
- EIN
- 25-1469289
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,379,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,379,978
- Employer contributions
- $421,578
- Participant contributions
- $749,958
- Total income / additions
- $3,630,824
- Benefits paid
- $2,690,040
- Administrative expenses
- $29,418
- Total expenses
- $2,722,672
- Net increase / (decrease)
- $908,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,200 | $0 |
| Mckinley Carter Wealth | INVESTMENT ADVISORY | $30,143 | $11 |
| Dunbar Bender & Zapf | CONTRACT ADMINISTRATOR | $10,498 | $1,982 |