Pennrose Management Company Employee Benefit Plan — Form 5500 plan (Pennrose Management Company)
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, Pennrose Management Company Employee Benefit Plan is a benefit plan reported by Pennrose Management Company under EIN 23-2241171 and plan number 502. The latest loaded filing year is 2023. The filing reports 351 participants and $216,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennrose Management Company
- EIN
- 23-2241171
- Plan number
- 502
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $216,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241015104328NAL0055626194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,882
- Total liabilities (EOY)
- $433,245
- Net assets (EOY)
- -$216,363
- Net assets (BOY)
- -$279,673
Income & contributions
- Employer contributions
- $3,128,093
- Participant contributions
- $1,003,076
- Total contributions
- $4,131,169
- Total income / additions
- $4,137,606
Expenses & distributions
- Benefits paid
- $2,970,450
- Administrative expenses
- $1,103,846
- Total expenses
- $4,074,296
- Net increase / (decrease)
- $63,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independant Admnistrators (Ia) | ADMIN | $174,287 | not reported in the loaded dataset | 2023 |
| Fairmount Benefits, Inc. | BROKER | $121,203 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $57,002 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $19,794 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennrose Management Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Independant Admnistrators (Ia) — Schedule C compensation
- Fairmount Benefits, Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation