Penn Highlands Healthcare 403(B) Plan — Form 5500 plan (Penn Highlands Healthcare, 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, Penn Highlands Healthcare 403(B) Plan is a benefit plan reported by Penn Highlands Healthcare, Inc. under EIN 32-0345810 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,272 participants and $274,931,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Highlands Healthcare, Inc.
- EIN
- 32-0345810
- Plan number
- 002
- Plan type
- 2
- Location
- Dubois, PA
- Latest filing year
- 2023
- Participants
- 4,272
- End-of-year plan assets
- $274,931,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,272 | H, C | 20241220163644NAL0004033283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,931,670
- Net assets (EOY)
- $274,931,670
- Net assets (BOY)
- $216,580,115
Income & contributions
- Employer contributions
- $5,685,734
- Participant contributions
- $12,338,583
- Total contributions
- $19,417,650
- Total income / additions
- $53,864,749
Expenses & distributions
- Benefits paid
- $19,622,344
- Administrative expenses
- $280,034
- Total expenses
- $20,128,576
- Net increase / (decrease)
- $33,736,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $221,271 | $0 | 2023 |
| Great West Life & Annuity Ins Co | SECURITIES BROKER | $26,797 | not reported in the loaded dataset | 2023 |
| Metlife Life Ins Co | RECORDKEEPER | $25,894 | not reported in the loaded dataset | 2023 |
| Mutual Of America Life Ins Co | RECORDKEEPER | $1,142 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Highlands Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dubois, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Great West Life & Annuity Ins Co — Schedule C compensation
- Metlife Life Ins Co — Schedule C compensation
- Mutual Of America Life Ins Co — Schedule C compensation
- National Financial Services — Schedule C compensation