2023 Form 5500 filing — Good Shepherd Retirement 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 20241014163224NAL0026720161001) for Good Shepherd Retirement Plan, reported by Good Shepherd Rehabilitation Network under EIN 23-1371947 and plan number 002. It reports 3,301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163224NAL0026720161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Good Shepherd Rehabilitation Network
- EIN
- 23-1371947
- Plan number
- 002
- Location
- Allentown, PA
- Participants
- 3,301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,328,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,328,143
- Employer contributions
- $2,878,098
- Participant contributions
- $9,485,844
- Total income / additions
- $37,439,425
- Benefits paid
- $12,145,135
- Administrative expenses
- $363,368
- Total expenses
- $12,579,908
- Net increase / (decrease)
- $24,859,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $363,368 | $0 |
| Cornerstone Advisors Asset Mgmt | INVESTMENT ADVISORY | $0 | $76,989 |
| Baker Tilly Us, Llp | OTHER SERVICES | $0 | $10,913 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |