2023 Form 5500 filing — Beneficial Bank Consolidated 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 20241011081150NAL0021505121001) for Beneficial Bank Consolidated Pension Plan, reported by Wilmington Savings Fund Society, Fsb under EIN 51-0054940 and plan number 004. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081150NAL0021505121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilmington Savings Fund Society, Fsb
- EIN
- 51-0054940
- Plan number
- 004
- Location
- Wilmington, DE
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,090,431
- Total liabilities (EOY)
- $113,466
- Net assets (EOY)
- $81,976,965
- Total income / additions
- $7,499,554
- Benefits paid
- $4,095,322
- Administrative expenses
- $596,484
- Total expenses
- $4,691,806
- Net increase / (decrease)
- $2,807,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $466,972 | $0 |
| Cbiz | NONE | $47,624 | not reported in the loaded dataset |