Lewisburg, 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, Lewisburg, PA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $844,013,243 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$844,013,243
Total reported liabilities (EOY)
$165,972
Total reported net assets (EOY)
$843,847,271

Contributions & income

Employer contributions
$14,108,213
Participant contributions
$20,556,301
Total income / additions
$145,111,118

Expenses & distributions

Benefits paid / distributions
$35,512,670
Total expenses
$36,706,302
Net increase / (decrease)
$108,404,816

Coverage

Total reported participants
9,465
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lewisburg, 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 Lewisburg, PA
PlanSponsorReported assets (EOY)Year
Bucknell University Defined Contribution Retirement PlanBucknell University$632,117,5772023
401(K) Plan Of Evangelical Community HospitalEvangelical Community Hospital$211,283,8782023
Lomack Investments Corp Retirement PlanLomack Investments Corp$550,0002023
Country Cupboard Inn Cafeteria PlanCountry Cupboard Inn$53,0012023
Pik Rite, Inc. Group Medical PlanPik Rite, Inc.$8,7872023
Airiam Mdt LLC Health And Welfare PlanAiriam Mdt, LLCnot reported in the loaded dataset2023
C And T Enterprises, Inc. Health And Welfare PlanC&T Enterprises, Inc.not reported in the loaded dataset2023
Bucknell University Health And Welfare PlanBucknell Universitynot reported in the loaded dataset2023
Bucknell University Retiree Health Care PlanBucknell Universitynot reported in the loaded dataset2023
Evangelical Community Hospital Group Benefit PlanEvangelical Community Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages