2023 Form 5500 filing — Phoebe Home, Inc. Union Employees' Pension 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 20250415165143NAL0001579219001) for Phoebe Home, Inc. Union Employees' Pension Plan, reported by Phoebe Home, Inc. under EIN 23-1396838 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415165143NAL0001579219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoebe Home, Inc.
- EIN
- 23-1396838
- Plan number
- 002
- Location
- Allentown, PA
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,395
- Total liabilities (EOY)
- $93,395
- Net assets (EOY)
- $0
- Employer contributions
- $1,364,261
- Participant contributions
- $0
- Total income / additions
- $1,538,539
- Benefits paid
- $11,579,879
- Administrative expenses
- $260,708
- Total expenses
- $11,840,587
- Net increase / (decrease)
- -$10,302,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $121,384 | not reported in the loaded dataset |
| Phoebe Home, Inc. | PLAN SPONSOR | $19,150 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $13,990 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $12,856 | not reported in the loaded dataset |
| First State Trust Company | NONE | $9,090 | not reported in the loaded dataset |