2023 Form 5500 filing — Pennsylvania State Education Association Post Medicare Eligibility Retiree Benefits 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 20250404143446NAL0022956290001) for Pennsylvania State Education Association Post Medicare Eligibility Retiree Benefits Plan, reported by Veba Committee under EIN 25-6862258 and plan number 501. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404143446NAL0022956290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee
- EIN
- 25-6862258
- Plan number
- 501
- Location
- Harrisburg, PA
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,123,614
- Total liabilities (EOY)
- $5,761
- Net assets (EOY)
- $36,117,853
- Employer contributions
- $504,693
- Participant contributions
- $151,606
- Total income / additions
- $4,816,966
- Benefits paid
- $727,360
- Administrative expenses
- $93,101
- Total expenses
- $820,461
- Net increase / (decrease)
- $3,996,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment Consulting, I | NONE | $33,100 | not reported in the loaded dataset |
| Pnc Bank | NONE | $23,266 | not reported in the loaded dataset |
| Mckonly & Asbury, Llp | NONE | $16,879 | not reported in the loaded dataset |
| Conrad Seigel | NONE | $10,450 | not reported in the loaded dataset |
| Gunn Mowery, LLC | NONE | $9,372 | not reported in the loaded dataset |