Penn Highlands Huntingdon 403(B) Retirement Plan — Form 5500 plan (J.C. Blair Memorial Hospital)
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, Penn Highlands Huntingdon 403(B) Retirement Plan is a benefit plan reported by J.C. Blair Memorial Hospital under EIN 23-1352159 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,231 participants and $333,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.C. Blair Memorial Hospital
- EIN
- 23-1352159
- Plan number
- 002
- Plan type
- 2
- Location
- Huntingdon, PA
- Latest filing year
- 2023
- Participants
- 1,231
- End-of-year plan assets
- $333,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,231 | H, C | 20241220164214NAL0004034323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $333,482
- Total liabilities (EOY)
- $333,482
- Net assets (EOY)
- $0
- Net assets (BOY)
- $18,010,483
Income & contributions
- Employer contributions
- $333,482
- Participant contributions
- $593,692
- Total contributions
- $1,052,883
- Total income / additions
- $3,775,216
Expenses & distributions
- Benefits paid
- $2,972,953
- Administrative expenses
- $37,738
- Total expenses
- $3,010,691
- Net increase / (decrease)
- $764,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORED KEEPER | $37,318 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |