2023 Form 5500 filing — Pinnacle Health System 403b Tax Sheltered Savings 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 20241010084033NAL0011303219002) for Pinnacle Health System 403b Tax Sheltered Savings Plan, reported by Upmc Pinnacle under EIN 25-1778658 and plan number 002. It reports 13,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084033NAL0011303219002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upmc Pinnacle
- EIN
- 25-1778658
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 13,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $518,192,206
- Net assets (EOY)
- $518,192,206
- Total income / additions
- $81,092,169
- Benefits paid
- $47,202,901
- Administrative expenses
- $1,301,819
- Total expenses
- $48,568,360
- Net increase / (decrease)
- $32,523,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | RECORDKEEPING | $807,176 | not reported in the loaded dataset |
| Resources Investment Advisors Inc. | INVESTMENT ADVISOR | $489,939 | not reported in the loaded dataset |