2023 Form 5500 filing — Pa State Ed. Assn Health & Welfare Plan Fund
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 20250404140936NAL0019586064002) for Pa State Ed. Assn Health & Welfare Plan Fund, reported by Pennsylvania State Education Association under EIN 23-2121745 and plan number 502. It reports 214,701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404140936NAL0019586064002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pennsylvania State Education Association
- EIN
- 23-2121745
- Plan number
- 502
- Location
- Harrisburg, PA
- Participants
- 214,701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,167,296
- Total liabilities (EOY)
- $3,328,301
- Net assets (EOY)
- $39,838,995
- Employer contributions
- $16,744,976
- Total income / additions
- $21,323,684
- Benefits paid
- $14,762,086
- Administrative expenses
- $1,596,064
- Total expenses
- $16,358,150
- Net increase / (decrease)
- $4,965,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Psea | PARTY IN INTEREST | $874,751 | not reported in the loaded dataset |
| Ucci, Inc. | NONE | $439,585 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $164,422 | not reported in the loaded dataset |
| Mckonly & Asbury, Llp | NONE | $27,914 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $24,300 | not reported in the loaded dataset |
| Gunn Mowry LLC | NONE | $11,590 | not reported in the loaded dataset |