Plan5500

Carmichaels, 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, Carmichaels, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,121,850 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Carmichaels

  • 3 loaded plans hold $12.1M in reported assets across 3 sponsors.
  • The largest, Pension Plan For The Clergymen Of The Serbian Othodox Church In The United States & Canada, holds 100% of reported Carmichaels plan assets.
  • Plans cover 327 participants — about 109 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,095,667
Total reported assets$12.1M$12,121,850
Total reported participants327
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$343K
Participant contributions$151.2K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$658.5K
Total expenses$659.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carmichaels, 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.

Computed from loaded plans

Carmichaels market comparison

Largest plan share of assets100%Pension Plan For The Clergymen Of The Serbian Othodox Church In The United States & Canada
Participants per plan109Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Carmichaels

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pension Plan For The Clergymen Of The Serbian Othodox Church In The United States & Canada$12.1M
    Serbian Orthodox Church In The U.S.A. & Canada · 2023
  2. 2
    Ism Services, Inc. Employee Stock Ownership Plan$26.2K
    Ism Services Inc · 2023
  3. 3
    Community Bank Health Protection Plannot reported in the loaded dataset
    Community Bank · 2023

Largest plans in Carmichaels → · Carmichaels plans by participants → · Carmichaels plans with financial data → · Carmichaels plans with provider compensation → · $1B+ plans in Carmichaels →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carmichaels, PA?
3 plan(s) reported by 3 sponsor(s) are loaded for Carmichaels, PA.

Related Form 5500 pages