Brockway, 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, Brockway, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $59,623,798 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$59,623,798
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$59,623,798

Contributions & income

Employer contributions
$280,487
Participant contributions
$3,715,024
Total income / additions
$13,423,639

Expenses & distributions

Benefits paid / distributions
$9,129,646
Total expenses
$9,408,297
Net increase / (decrease)
$4,015,342

Coverage

Total reported participants
5,849
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brockway, 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 Brockway, PA
PlanSponsorReported assets (EOY)Year
Guardian Healthcare 401(K) PlanGuardian Healthcare$50,738,2402023
Varischetti 401(K) Retirement PlanVarischetti And Sons, Inc.$8,885,5582023
Quinn L. Lundberg, Jr. Profit Sharing PlanQuinn L. Lundberg, Jr. Dmd$02023
Guardian Elder Care Health And Welfare PlanGuardian Healthcare Home Office I, LLCnot reported in the loaded dataset2023

Related Form 5500 pages