2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care

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 20250225130917NAL0018869072001) for Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care, reported by Union Community Care under EIN 23-1909490 and plan number 004. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.6MReported net assets$14,565,852
Participants566
Provider compensation$5.1K1 Schedule C row(s)$5,114
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250225130917NAL0018869072001
Plan sponsor
Union Community Care
EIN
23-1909490
Plan number
004
Location
Lancaster, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$687.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$14,565,852
Total liabilities (EOY)
$0
Net assets (EOY)
$14,565,852
Employer contributions
$687,400
Participant contributions
$1,190,032
Total income / additions
$4,176,345
Benefits paid
$1,188,074
Administrative expenses
$5,114
Total expenses
$1,193,188
Net increase / (decrease)
$2,983,157
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $5.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250225130917NAL0018869072001 cover?
It is the 2023 Form 5500 filing for Safe-Harbor 403(B) Thrift Plan For Employees Of Union Community Care, reported by Union Community Care (EIN 23-1909490).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages