Good Shepherd Rehabilitation Hospital Employees' Pension Plan — Form 5500 plan (Good Shepherd Rehabilitation 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, Good Shepherd Rehabilitation Hospital Employees' Pension Plan is a benefit plan reported by Good Shepherd Rehabilitation Hospital under EIN 23-1371947 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,046 participants and $92,730,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Good Shepherd Rehabilitation Hospital
- EIN
- 23-1371947
- Plan number
- 001
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 1,046
- End-of-year plan assets
- $92,730,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,046 | H, C | 20241014162122NAL0046789488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,730,611
- Total liabilities (EOY)
- $60,341
- Net assets (EOY)
- $92,670,270
- Net assets (BOY)
- $88,505,147
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,506,403
Expenses & distributions
- Benefits paid
- $4,709,362
- Administrative expenses
- $631,918
- Total expenses
- $5,341,280
- Net increase / (decrease)
- $4,165,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments | INVESTMENT ADVISORY | $191,960 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $180,848 | $0 | 2023 |
| Metlife Investment Management LLC | INVESTMENT MANAGEMENT | $109,326 | not reported in the loaded dataset | 2023 |
| Us Bank | INV ADV PARTICIPANTS | $16,554 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | INVESTMENT MANAGEMENT | $8,565 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Good Shepherd Rehabilitation Hospital
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Sei Investments — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Metlife Investment Management LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation