Philadelphia Area Independent School Business Offi Association Health Benefit Plan — Form 5500 plan (Trustees Of The Philadelphia Association Health Benefit Trust)
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, Philadelphia Area Independent School Business Offi Association Health Benefit Plan is a benefit plan reported by Trustees Of The Philadelphia Association Health Benefit Trust under EIN 46-7526272 and plan number 501. The latest loaded filing year is 2023. The filing reports 20,620 participants and $47,377,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Philadelphia Association Health Benefit Trust
- EIN
- 46-7526272
- Plan number
- 501
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 20,620
- End-of-year plan assets
- $47,377,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,620 | H, C | 20250812075203NAL0007968193002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,377,646
- Total liabilities (EOY)
- $26,758,231
- Net assets (EOY)
- $20,619,415
- Net assets (BOY)
- $38,708,393
Income & contributions
- Participant contributions
- $126,951,823
- Total contributions
- $126,951,823
- Total income / additions
- $129,383,268
Expenses & distributions
- Benefits paid
- $137,382,632
- Administrative expenses
- $10,089,614
- Total expenses
- $147,472,246
- Net increase / (decrease)
- -$18,088,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | CLAIMS PROCESSOR | $5,822,410 | $0 | 2023 |
| Connor, Strong & Buckelew Companies | CONSULTANT | $1,139,279 | not reported in the loaded dataset | 2023 |
| Plansource Benefits Administration | RECORDKEEPER | $600,511 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | CLAIMS PROCESSOR | $486,816 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield | CLAIMS PROCESSOR | $377,737 | not reported in the loaded dataset | 2023 |
| Heather H. Gelting | PLAN SPONSOR, EXEC DIR | $242,500 | not reported in the loaded dataset | 2023 |
| Joan M. Barone | PLAN SPONSOR - CFO | $156,922 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius | LEGAL SERVICES PROVIDER | $103,100 | not reported in the loaded dataset | 2023 |
| Andrea B. Bagnell | PLAN SPONSOR, DIR OF MKTG | $87,233 | not reported in the loaded dataset | 2023 |
| Truveris Inc | CONSULTANT | $73,333 | not reported in the loaded dataset | 2023 |
| Bryn Mawr Trust | INVESTMENT ADVISOR | $45,139 | not reported in the loaded dataset | 2023 |
| Included Health, Inc. | CONSULTANT | $40,253 | not reported in the loaded dataset | 2023 |
| Donald Kates | PLAN SPONSOR - CFO | $36,761 | $0 | 2023 |
| Mercer Health & Benefits LLC | CONSULTANT | $27,500 | not reported in the loaded dataset | 2023 |
| Lila Feher | PLAN SPONSOR - MKTG | $24,763 | $0 | 2023 |
| Tait, Weller & Baker Llp | ACCOUNTANT | $19,530 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Northeast, Inc | INSURANCE BROKER | $16,800 | not reported in the loaded dataset | 2023 |
| Cvs Health | OTHER SERVICES | $12,865 | not reported in the loaded dataset | 2023 |
| Quaker Printing Group | PARTICIPANT COMMUNICATION | $11,779 | $0 | 2023 |
| Maven Clinic Co. | CLAIMS PROCESSOR | $10,000 | not reported in the loaded dataset | 2023 |
| Rueda Communications LLC | PARTICIPANT COMMUNICATION | $8,612 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $7,751 | not reported in the loaded dataset | 2023 |
| Wsfs Bank | BANK | $6,324 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Philadelphia Association Health Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- Independence Blue Cross — Schedule C compensation
- Connor, Strong & Buckelew Companies — Schedule C compensation
- Plansource Benefits Administration — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Highmark Blue Shield — Schedule C compensation
- Heather H. Gelting — Schedule C compensation
- Joan M. Barone — Schedule C compensation
- Morgan, Lewis & Bockius — Schedule C compensation
- Andrea B. Bagnell — Schedule C compensation
- Truveris Inc — Schedule C compensation
- Bryn Mawr Trust — Schedule C compensation
- Included Health, Inc. — Schedule C compensation
- Donald Kates — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Lila Feher — Schedule C compensation
- Tait, Weller & Baker Llp — Schedule C compensation
- Willis Towers Watson Northeast, Inc — Schedule C compensation
- Cvs Health — Schedule C compensation
- Quaker Printing Group — Schedule C compensation
- Maven Clinic Co. — Schedule C compensation
- Rueda Communications LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Wsfs Bank — Schedule C compensation