Pphp Retirement Plan — Form 5500 plan (Planned Parenthood Hudson Peconic Inc.)

Plain-English plan 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, Pphp Retirement Plan is a benefit plan reported by Planned Parenthood Hudson Peconic Inc. under EIN 11-2454790 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $13,410,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planned Parenthood Hudson Peconic Inc.
EIN
11-2454790
Plan number
003
Plan type
2
Location
Elmsford, NY
Latest filing year
2023
Participants
238
End-of-year plan assets
$13,410,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241001150246NAL0003393379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,410,279
Net assets (EOY)
$13,410,279
Net assets (BOY)
$11,867,404

Income & contributions

Employer contributions
$375,547
Participant contributions
$550,498
Total contributions
$929,691
Total income / additions
$2,919,547

Expenses & distributions

Benefits paid
$1,345,035
Administrative expenses
$30,500
Total expenses
$1,376,672
Net increase / (decrease)
$1,542,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesCONSULTING$19,200not reported in the loaded dataset2023
Transamerica Financial Life Ins CoRECORD KEEPER$6,500$02023

Related Form 5500 pages