2023 Form 5500 filing — Pottstown Memorial Medical Center Retirement Income 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 20241009160553NAL0038396546001) for Pottstown Memorial Medical Center Retirement Income Plan, reported by Pmmc Over Liquidation, LLC under EIN 26-2874737 and plan number 001. It reports 1,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160553NAL0038396546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pmmc Over Liquidation, LLC
- EIN
- 26-2874737
- Plan number
- 001
- Location
- Pottstown, PA
- Participants
- 1,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,166,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,166,974
- Employer contributions
- $571,250
- Total income / additions
- $7,421,906
- Benefits paid
- $4,556,301
- Administrative expenses
- $1,066,533
- Total expenses
- $5,622,834
- Net increase / (decrease)
- $1,799,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foster & Foster, Inc. | ACTUARY | $52,801 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | CUSTODIAN | $36,618 | not reported in the loaded dataset |
| Vanguard Advisors, Inc. | INVESTMENT ADVISOR | $7,011 | not reported in the loaded dataset |