2023 Form 5500 filing — Pennrose Management Company 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 20241015104328NAL0055626194001) for Pennrose Management Company Employee Benefit Plan, reported by Pennrose Management Company under EIN 23-2241171 and plan number 502. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104328NAL0055626194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennrose Management Company
- EIN
- 23-2241171
- Plan number
- 502
- Location
- Philadelphia, PA
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,882
- Total liabilities (EOY)
- $433,245
- Net assets (EOY)
- -$216,363
- Employer contributions
- $3,128,093
- Participant contributions
- $1,003,076
- Total income / additions
- $4,137,606
- Benefits paid
- $2,970,450
- Administrative expenses
- $1,103,846
- Total expenses
- $4,074,296
- Net increase / (decrease)
- $63,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independant Admnistrators (Ia) | ADMIN | $174,287 | not reported in the loaded dataset |
| Fairmount Benefits, Inc. | BROKER | $121,203 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $57,002 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $19,794 | not reported in the loaded dataset |