2023 Form 5500 filing — Guthrie 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 20241015141058NAL0049827344001) for Guthrie Retirement Plan, reported by The Guthrie Clinic under EIN 23-3055017 and plan number 001. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141058NAL0049827344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Guthrie Clinic
- EIN
- 23-3055017
- Plan number
- 001
- Location
- Sayre, PA
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,524,755
- Total liabilities (EOY)
- $20,660
- Net assets (EOY)
- $104,504,095
- Total income / additions
- $8,142,146
- Benefits paid
- $6,785,055
- Administrative expenses
- $433,279
- Total expenses
- $7,218,334
- Net increase / (decrease)
- $923,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insight North America, LLC | NONE | $195,761 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $118,559 | not reported in the loaded dataset |
| Mercer Inc. | NONE | $49,809 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $14,428 | not reported in the loaded dataset |
| Bonadio & Co, Llp | AUDITOR | $10,900 | not reported in the loaded dataset |