Bradford, PA Form 5500 retirement and benefit plan filings

City Form 5500 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, Bradford, PA has 21 loaded benefit plan(s) reported by 14 plan sponsor(s), with $199,541,255 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$199,541,255
Total reported liabilities (EOY)
$105,745
Total reported net assets (EOY)
$199,435,510

Contributions & income

Employer contributions
$7,034,101
Participant contributions
$8,263,625
Total income / additions
$47,242,389

Expenses & distributions

Benefits paid / distributions
$126,745,648
Total expenses
$128,036,006
Net increase / (decrease)
-$80,793,617

Coverage

Total reported participants
6,966
Plans with financial statements
13
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bradford, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Bradford, PA
PlanSponsorReported assets (EOY)Year
Zippo And Affiliates 401(K) PlanZippo Manufacturing Company$108,842,1312023
Koa Speer Electronics 401(K) Pension PlanKoa Speer Electronics, Inc.$37,688,0712023
Beacon Light Behavioral Health Systems Retirement PlanChildren'S Home Of Bradford, Pa$14,051,8782023
Allegheny Bradford 401(K) Retirement PlanAllegheny Bradford Corp.$12,401,2832023
The Guidance Center Money Purchase PlanThe Guidance Center$9,239,0082023
The Guidance Center Tax Sheltered Annuity PlanThe Guidance Center$7,432,4532023
State Line Supply Co., Inc. Savings And Profit Sharing PlanState Line Supply Co., Inc.$2,715,5242023
Plants And Goodwin, Inc. 401(K) Profit Sharing PlanPlants And Goodwin, Inc.$2,310,4352023
Bradford Publishing Company Retirement Savings PlanBradford Publishing Company$2,117,6602023
Maraposa Surgical Inc 401k Profit Sharing Plan & TrustMaraposa Surgical Inc$1,963,9192023
Bradford Family Medicine Inc 401k Profit Sharing PlanBradford Family Medicine, Inc.$590,5342023
The Guidance Center Group Medical PlanThe Guidance Center$188,3592023
Group Pension Plan For The Employees Of Zippo Manufacturing CompanyZippo Manufacturing Company$02023
Bradford Forest LLC Employee Benefits PlanBradford Forest LLCnot reported in the loaded dataset2023
Bradford Regional DentalOlean General Hospitalnot reported in the loaded dataset2023
American Refining Group, Inc. Employee Benefits PlanAmerican Refining Group, Inc.not reported in the loaded dataset2023
Zippo Manufacturing Company And W.R. Case & Sons Cutlery Company Health And Welfare PlanZippo Manufacturing Companynot reported in the loaded dataset2023
Journey Health System Health And Welfare PlanChildren'S Home Of Bradfordnot reported in the loaded dataset2023
The Guidance Center Group Insurance PlanThe Guidance Centernot reported in the loaded dataset2023
Bradford Ecumenical Home, Inc. Employee Benefits PlanBradford Ecumenical Home, Inc.not reported in the loaded dataset2023
Group Medical Care For EmployeesOlean General Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages