Plan5500

Excela Health Pension Plan — Form 5500 plan (Excela Health)

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, Excela Health Pension Plan is a benefit plan reported by Excela Health under EIN 25-1471089 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,263 participants and $24,204,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excela Health
EIN
25-1471089
Plan number
004
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
1,263
End-of-year plan assets
$24,204,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,263H, C20241015101952NAL0028041393004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,204,143
Net assets (EOY)
$24,204,143
Net assets (BOY)
$24,018,391

Income & contributions

Employer contributions
$1,046,981
Total contributions
$1,046,981
Total income / additions
$4,145,913

Expenses & distributions

Benefits paid
$2,875,344
Administrative expenses
$1,084,817
Total expenses
$3,960,161
Net increase / (decrease)
$185,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Towers Watson Pennsylvania, IncNONE$91,792not reported in the loaded dataset2023
Sei Investment Management Corp.NONE$63,600not reported in the loaded dataset2023

Related Form 5500 pages