Plan5500

Guthrie Retirement Plan — Form 5500 plan (The Guthrie Clinic)

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, Guthrie Retirement Plan is a benefit plan reported by The Guthrie Clinic under EIN 23-3055017 and plan number 001. The latest loaded filing year is 2023. The filing reports 908 participants and $104,524,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Guthrie Clinic
EIN
23-3055017
Plan number
001
Plan type
2
Location
Sayre, PA
Latest filing year
2023
Participants
908
End-of-year plan assets
$104,524,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023908H, C20241015141058NAL0049827344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,524,755
Total liabilities (EOY)
$20,660
Net assets (EOY)
$104,504,095
Net assets (BOY)
$103,580,283

Income & contributions

Total contributions
$0
Total income / additions
$8,142,146

Expenses & distributions

Benefits paid
$6,785,055
Administrative expenses
$433,279
Total expenses
$7,218,334
Net increase / (decrease)
$923,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insight North America, LLCNONE$195,761not reported in the loaded dataset2023
Buck Global, LLCNONE$118,559not reported in the loaded dataset2023
Mercer Inc.NONE$49,809not reported in the loaded dataset2023
Northern Trust CompanyNONE$14,428not reported in the loaded dataset2023
Bonadio & Co, LlpAUDITOR$10,900not reported in the loaded dataset2023

Related Form 5500 pages