Reading Health System Pension Plan — Form 5500 plan (Reading Health System)
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, Reading Health System Pension Plan is a benefit plan reported by Reading Health System under EIN 23-1352204 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,651 participants and $408,060,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reading Health System
- EIN
- 23-1352204
- Plan number
- 001
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 4,651
- End-of-year plan assets
- $408,060,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,651 | H, C | 20250408162702NAL0011344035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $408,060,612
- Total liabilities (EOY)
- $120,821
- Net assets (EOY)
- $407,939,791
- Net assets (BOY)
- $409,912,595
Income & contributions
- Employer contributions
- $9,950,000
- Total contributions
- $9,950,000
- Total income / additions
- $52,823,053
Expenses & distributions
- Benefits paid
- $50,763,985
- Administrative expenses
- $4,031,872
- Total expenses
- $54,795,857
- Net increase / (decrease)
- -$1,972,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pgim Inc | NONE | $211,333 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | NONE | $184,051 | $0 | 2023 |
| Wedge Capital Management | NONE | $93,039 | $0 | 2023 |
| Reliance Trust | NONE | $9,896 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reading Health System
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Pgim Inc — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Reliance Trust — Schedule C compensation