Excela Health Pension Master Trust — Form 5500 plan (Excela Health Pension Master 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, Excela Health Pension Master Trust is a benefit plan reported by Excela Health Pension Master Trust under EIN 82-6228492 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $142,203,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excela Health Pension Master Trust
- EIN
- 82-6228492
- Plan number
- 001
- Plan type
- 4
- Location
- Greensburg, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $142,203,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015120214NAL0029516673004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,203,889
- Net assets (EOY)
- $142,203,889
- Net assets (BOY)
- $140,244,673
Income & contributions
- Total income / additions
- $18,476,477
Expenses & distributions
- Administrative expenses
- $2,688,503
- Total expenses
- $2,688,503
- Net increase / (decrease)
- $15,787,974
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.