Plan5500

Shs 403(B) Plan — Form 5500 plan (Susquehanna 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, Shs 403(B) Plan is a benefit plan reported by Susquehanna Health System under EIN 23-2751183 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,432 participants and $174,172,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Susquehanna Health System
EIN
23-2751183
Plan number
002
Plan type
2
Location
Williamsport, PA
Latest filing year
2023
Participants
2,432
End-of-year plan assets
$174,172,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,432H, C20241014130052NAL0027336529002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,172,574
Net assets (EOY)
$174,172,574
Net assets (BOY)
$171,029,853

Income & contributions

Total income / additions
$25,588,321

Expenses & distributions

Benefits paid
$20,076,174
Administrative expenses
$470,069
Total expenses
$20,546,243
Net increase / (decrease)
$5,042,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$251,192not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$218,877$02023
National Financial ServicesSECURITIES BROKER$0$02023
Mid Atlantic Capital CorporationSECURITIES BROKER$0$02023

Related Form 5500 pages