2023 Form 5500 filing — Philadelphia College Of Osteopathic Medicine 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 20250414102353NAL0000709315001) for Philadelphia College Of Osteopathic Medicine Retirement Plan, reported by Philadelphia College Of Osteopathic Medicine under EIN 22-2691757 and plan number 003. It reports 2,259 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)$212.4MReported net assets$212,395,787

Participants2.3K2,259

Provider compensation$102.5K2 Schedule C row(s)$102,532

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250414102353NAL0000709315001
Plan sponsor: Philadelphia College Of Osteopathic Medicine
EIN: 22-2691757
Plan number: 003
Location: Philadelphia, 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)$212.4M total assets

Net assets$212.4MLiabilities$0

Money in vs. money out

Total income / additions$39.1M

Total expenses$14.7M

Benefits paid / distributions$14.6M

Contributions

Employer$8.1M

Participant$4.8M

Full reported line items

Total assets (EOY): $212,395,787
Total liabilities (EOY): $0
Net assets (EOY): $212,395,787
Employer contributions: $8,119,786
Participant contributions: $4,784,127
Total income / additions: $39,118,020
Benefits paid: $14,635,976
Administrative expenses: $84,006
Total expenses: $14,719,982
Net increase / (decrease): $24,398,038

Schedule C

Reported service provider compensation

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

1
Lincoln National Corporation$72.8K
SERVICE PROVIDER · Direct $72.8K · Indirect $0
2
Tiaa$29.7K
SERVICE PROVIDER · Direct $29.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414102353NAL0000709315001 cover?: It is the 2023 Form 5500 filing for Philadelphia College Of Osteopathic Medicine Retirement Plan, reported by Philadelphia College Of Osteopathic Medicine (EIN 22-2691757).
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).