2023 Form 5500 filing — Philadelphia Area Independent School Business Offi Association Health Benefit 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 20250812075203NAL0007968193002) for Philadelphia Area Independent School Business Offi Association Health Benefit Plan, reported by Trustees Of The Philadelphia Association Health Benefit Trust under EIN 46-7526272 and plan number 501. It reports 20,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812075203NAL0007968193002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The Philadelphia Association Health Benefit Trust
- EIN
- 46-7526272
- Plan number
- 501
- Location
- Wayne, PA
- Participants
- 20,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,377,646
- Total liabilities (EOY)
- $26,758,231
- Net assets (EOY)
- $20,619,415
- Participant contributions
- $126,951,823
- Total income / additions
- $129,383,268
- Benefits paid
- $137,382,632
- Administrative expenses
- $10,089,614
- Total expenses
- $147,472,246
- Net increase / (decrease)
- -$18,088,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Blue Cross | CLAIMS PROCESSOR | $5,822,410 | $0 |
| Connor, Strong & Buckelew Companies | CONSULTANT | $1,139,279 | not reported in the loaded dataset |
| Plansource Benefits Administration | RECORDKEEPER | $600,511 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | CLAIMS PROCESSOR | $486,816 | not reported in the loaded dataset |
| Highmark Blue Shield | CLAIMS PROCESSOR | $377,737 | not reported in the loaded dataset |
| Heather H. Gelting | PLAN SPONSOR, EXEC DIR | $242,500 | not reported in the loaded dataset |
| Joan M. Barone | PLAN SPONSOR - CFO | $156,922 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius | LEGAL SERVICES PROVIDER | $103,100 | not reported in the loaded dataset |
| Andrea B. Bagnell | PLAN SPONSOR, DIR OF MKTG | $87,233 | not reported in the loaded dataset |
| Truveris Inc | CONSULTANT | $73,333 | not reported in the loaded dataset |
| Bryn Mawr Trust | INVESTMENT ADVISOR | $45,139 | not reported in the loaded dataset |
| Included Health, Inc. | CONSULTANT | $40,253 | not reported in the loaded dataset |
| Donald Kates | PLAN SPONSOR - CFO | $36,761 | $0 |
| Mercer Health & Benefits LLC | CONSULTANT | $27,500 | not reported in the loaded dataset |
| Lila Feher | PLAN SPONSOR - MKTG | $24,763 | $0 |
| Tait, Weller & Baker Llp | ACCOUNTANT | $19,530 | not reported in the loaded dataset |
| Willis Towers Watson Northeast, Inc | INSURANCE BROKER | $16,800 | not reported in the loaded dataset |
| Cvs Health | OTHER SERVICES | $12,865 | not reported in the loaded dataset |
| Quaker Printing Group | PARTICIPANT COMMUNICATION | $11,779 | $0 |
| Maven Clinic Co. | CLAIMS PROCESSOR | $10,000 | not reported in the loaded dataset |
| Rueda Communications LLC | PARTICIPANT COMMUNICATION | $8,612 | not reported in the loaded dataset |
| Milliman | ACTUARY | $7,751 | not reported in the loaded dataset |
| Wsfs Bank | BANK | $6,324 | $0 |