2023 Form 5500 filing — Penn Terminals, LLC. Employee Benefit 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 20241010105511NAL0011392051001) for Penn Terminals, LLC. Employee Benefit Plan, reported by Penn Terminals, LLC. under EIN 23-2420637 and plan number 501. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105511NAL0011392051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Terminals, LLC.
- EIN
- 23-2420637
- Plan number
- 501
- Location
- Eddystone, PA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $735,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $735,336
- Employer contributions
- $3,823,387
- Participant contributions
- $1,039,023
- Total income / additions
- $4,873,699
- Benefits paid
- $4,240,775
- Administrative expenses
- $116,717
- Total expenses
- $4,357,492
- Net increase / (decrease)
- $516,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Health Plans | ADMIN | $88,541 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $34,090 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $11,829 | not reported in the loaded dataset |
| Corporate Synergies Group LLC | BROKER | $0 | not reported in the loaded dataset |