Pennsylvania State Education Association Post Medicare Eligibility Retiree Benefits Plan — Form 5500 plan (Veba Committee)
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, Pennsylvania State Education Association Post Medicare Eligibility Retiree Benefits Plan is a benefit plan reported by Veba Committee under EIN 25-6862258 and plan number 501. The latest loaded filing year is 2023. The filing reports 330 participants and $36,123,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee
- EIN
- 25-6862258
- Plan number
- 501
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $36,123,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20250404143446NAL0022956290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,123,614
- Total liabilities (EOY)
- $5,761
- Net assets (EOY)
- $36,117,853
- Net assets (BOY)
- $32,158,901
Income & contributions
- Employer contributions
- $504,693
- Participant contributions
- $151,606
- Total contributions
- $656,299
- Total income / additions
- $4,816,966
Expenses & distributions
- Benefits paid
- $727,360
- Administrative expenses
- $93,101
- Total expenses
- $820,461
- Net increase / (decrease)
- $3,996,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Investment Consulting, I | NONE | $33,100 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $23,266 | not reported in the loaded dataset | 2023 |
| Mckonly & Asbury, Llp | NONE | $16,879 | not reported in the loaded dataset | 2023 |
| Conrad Seigel | NONE | $10,450 | not reported in the loaded dataset | 2023 |
| Gunn Mowery, LLC | NONE | $9,372 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Aon Hewitt Investment Consulting, I — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Mckonly & Asbury, Llp — Schedule C compensation
- Conrad Seigel — Schedule C compensation
- Gunn Mowery, LLC — Schedule C compensation