Southwestern Pa Human Services, Inc. Pension Plan — Form 5500 plan (Southwestern Pa Human Services, Inc.)

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, Southwestern Pa Human Services, Inc. Pension Plan is a benefit plan reported by Southwestern Pa Human Services, Inc. under EIN 25-1492288 and plan number 001. The latest loaded filing year is 2023. The filing reports 761 participants and $21,800,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwestern Pa Human Services, Inc.
EIN
25-1492288
Plan number
001
Plan type
3
Location
Charleroi, PA
Latest filing year
2023
Participants
761
End-of-year plan assets
$21,800,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023761H, C20241015151545NAL0030131377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,800,056
Total liabilities (EOY)
$0
Net assets (EOY)
$21,800,056
Net assets (BOY)
$19,711,054

Income & contributions

Employer contributions
$1,251,452
Total contributions
$1,251,452
Total income / additions
$4,272,780

Expenses & distributions

Benefits paid
$2,183,703
Administrative expenses
$75
Total expenses
$2,183,778
Net increase / (decrease)
$2,089,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. OpsNONE$75$02023

Related Form 5500 pages