Ligonier, 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, Ligonier, PA has 29 loaded benefit plan(s) reported by 28 plan sponsor(s), with $37,729,455 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,729,455
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $37,729,455
Contributions & income
- Employer contributions
- $1,929,589
- Participant contributions
- $554,113
- Total income / additions
- $7,857,800
Expenses & distributions
- Benefits paid / distributions
- $11,367,620
- Total expenses
- $11,480,264
- Net increase / (decrease)
- -$3,622,464
Coverage
- Total reported participants
- 1,074
- Plans with financial statements
- 28
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ligonier, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Retirement Plan Of Richard King Mellon Foundation | Richard King Mellon Foundation | $10,753,192 | 2023 |
| Rolling Rock Club Employees 401(K) Savings Plan | Rolling Rock Club | $7,142,936 | 2023 |
| Retirement Plan Of Richard A. Mellon Separate Trust No. 1 | Richard A. Mellon Separate Trust No. 1 | $2,295,168 | 2023 |
| Retirement Plan Of Cassandra M. Milbury Separate Trust | Cassandra M. Milbury Separate Trust | $2,028,271 | 2023 |
| Retirement Plan Of Seward Prosser Mellon Separate Trust | Seward Prosser Mellon | $2,022,981 | 2023 |
| Retirement Plan Of Seward Prosser Mellon Separate Trust For Children | Seward Prosser Mellon | $1,264,994 | 2023 |
| Retirement Plan Of Cassandra M. Milbury Separate Trust For Children | Cassandra M Milbury | $1,264,994 | 2023 |
| Retirement Plan Of Richard A. Mellon Separate Trust No. 2 | Richard A. Mellon | $1,171,368 | 2023 |
| Retirement Plan Of R.K. Mellon Family Foundation | R. K. Mellon Family Foundation | $1,023,571 | 2023 |
| Retirement Plan Of Alison M. Byers Separate Trust No. 1 | Alison M Byers Separate Trust No 1 | $948,628 | 2023 |
| Retirement Plan Of W. Russell G. Byers, Jr. Separate Trust No. 1 | W. Russell G. Byers, Jr. | $948,489 | 2023 |
| Retirement Plan Of Seward Prosser Mellon | Seward Prosser Mellon | $732,357 | 2023 |
| Retirement Plan Of Alison M. Byers Separate Trust No. 2 | Alison M. Byers | $644,889 | 2023 |
| Retirement Plan Of W. Russell G. Byers, Jr. Separate Trust No. 2 | W. Russell G. Byers, Jr. | $644,889 | 2023 |
| Retirement Plan Of Constance Prosser Burrell Descendents Trust | Constance Prosser Burrell | $620,332 | 2023 |
| Retirement Plan Of Descendents Separate Trust No. 1 | Descendents Separate Trust No. 1 | $576,612 | 2023 |
| The Borden Bakers, Inc. 401(K) Plan | The Borden Bakers, Inc. | $513,242 | 2023 |
| Retirement Plan Of Cassandra M. Milbury | Cassandra M. Milbury | $499,546 | 2023 |
| Retirement Plan Of Constance B. Mellon 1941 Trust | Constance B. Mellon 1941 Trust | $417,851 | 2023 |
| Retirement Plan Of Seward Prosser Mellon 1942 Trust | Seward Prosser Mellon 1942 Trust | $417,851 | 2023 |
| Retirement Plan Of Cassandra M. Milbury 1940 Trust | Cassandra M. Milbury 1940 Trust | $417,851 | 2023 |
| Retirement Plan Of Richard P. Mellon 1940 Trust | Richard P. Mellon 1940 Trust | $417,851 | 2023 |
| Retirement Plan Of Seward Prosser Mellon 1965 Trust | Seward Prosser Mellon 1965 Trust | $248,613 | 2023 |
| Retirement Plan Of Richard P. Mellon 1965 Trust | Richard P. Mellon 1965 Trust | $248,048 | 2023 |
| Retirement Plan Of Constance B. Mellon 1965 Trust | Constance B. Mellon 1965 Trust | $233,681 | 2023 |
Largest plans in Ligonier → · Ligonier plans by participants → · Ligonier plans with financial data → · Ligonier plans with provider compensation → · $1B+ plans in Ligonier →
Related Form 5500 pages
- All PA Form 5500 filings
- Retirement Plan Of Richard King Mellon Foundation (plan 002)
- Richard King Mellon Foundation — all reported plans
- Rolling Rock Club Employees 401(K) Savings Plan (plan 002)
- Rolling Rock Club — all reported plans
- Retirement Plan Of Richard A. Mellon Separate Trust No. 1 (plan 001)
- Richard A. Mellon Separate Trust No. 1 — all reported plans
- Retirement Plan Of Cassandra M. Milbury Separate Trust (plan 001)
- Cassandra M. Milbury Separate Trust — all reported plans
- Retirement Plan Of Seward Prosser Mellon Separate Trust (plan 001)
- Seward Prosser Mellon — all reported plans
- Retirement Plan Of Seward Prosser Mellon Separate Trust For Children (plan 001)
- Seward Prosser Mellon — all reported plans
- Retirement Plan Of Cassandra M. Milbury Separate Trust For Children (plan 001)
- Cassandra M Milbury — all reported plans
- Retirement Plan Of Richard A. Mellon Separate Trust No. 2 (plan 001)
- Richard A. Mellon — all reported plans
- Retirement Plan Of R.K. Mellon Family Foundation (plan 002)
- R. K. Mellon Family Foundation — all reported plans
- Retirement Plan Of Alison M. Byers Separate Trust No. 1 (plan 001)
- Alison M Byers Separate Trust No 1 — all reported plans
- Retirement Plan Of W. Russell G. Byers, Jr. Separate Trust No. 1 (plan 001)
- W. Russell G. Byers, Jr. — all reported plans
- Retirement Plan Of Seward Prosser Mellon (plan 002)
- Seward Prosser Mellon — all reported plans
- Retirement Plan Of Alison M. Byers Separate Trust No. 2 (plan 001)
- Alison M. Byers — all reported plans
- Retirement Plan Of W. Russell G. Byers, Jr. Separate Trust No. 2 (plan 001)
- W. Russell G. Byers, Jr. — all reported plans
- Retirement Plan Of Constance Prosser Burrell Descendents Trust (plan 001)
- Constance Prosser Burrell — all reported plans
- Methodology
- Data sources