2023 Form 5500 filing — Good Shepherd Rehabilitation Hospital Employees' 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 20241014162122NAL0046789488001) for Good Shepherd Rehabilitation Hospital Employees' Pension Plan, reported by Good Shepherd Rehabilitation Hospital under EIN 23-1371947 and plan number 001. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162122NAL0046789488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Good Shepherd Rehabilitation Hospital
- EIN
- 23-1371947
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,730,611
- Total liabilities (EOY)
- $60,341
- Net assets (EOY)
- $92,670,270
- Total income / additions
- $9,506,403
- Benefits paid
- $4,709,362
- Administrative expenses
- $631,918
- Total expenses
- $5,341,280
- Net increase / (decrease)
- $4,165,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | INVESTMENT ADVISORY | $191,960 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $180,848 | $0 |
| Metlife Investment Management LLC | INVESTMENT MANAGEMENT | $109,326 | not reported in the loaded dataset |
| Us Bank | INV ADV PARTICIPANTS | $16,554 | not reported in the loaded dataset |
| Atlanta Capital Management | INVESTMENT MANAGEMENT | $8,565 | not reported in the loaded dataset |