New Cumberland, 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, New Cumberland, PA has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $24,835,858 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
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,835,858
Total reported liabilities (EOY)
$268,665
Total reported net assets (EOY)
$24,567,193

Contributions & income

Employer contributions
$3,436,509
Participant contributions
$2,427,512
Total income / additions
$9,095,480

Expenses & distributions

Benefits paid / distributions
$5,152,410
Total expenses
$6,283,549
Net increase / (decrease)
$2,811,931

Coverage

Total reported participants
1,224
Plans with financial statements
9
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Cumberland, 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 New Cumberland, PA
PlanSponsorReported assets (EOY)Year
Navarro & Wright 401(K) PlanNavarro & Wright Consulting Engineers, Inc.$9,705,4332023
E. K. Services Retirement PlanE.K. Services, Inc.$6,140,0292023
Cornerstone Adminisystems, Inc. Employee Stock Ownership PlanCornerstone Adminisystems, Inc.$4,317,6462023
Community Aid 401(K) PlanCommunity Aid, Inc.$3,623,9532023
The Blue Sky Tavern Retirement PlanThe Blue Sky Tavern Company$407,1282023
Controls Service & Engineering Co., Inc.Employee Benefit PlanControls Service & Engineering Co., Inc.$218,8042023
Itero Group LLC Health & Welfare PlansItero Group, LLC$174,6552023
Itero Group LLC Employee Benefit PlanItero Group, LLC$174,6552023
David F Mcclure Company Employee Benefit PlanDavid F Mcclure Company$73,5552023
Navarro & Wright Consulting Engineers, Inc. Employee Benefits PlanNavarro & Wright Consulting Engineers, Inc.not reported in the loaded dataset2023

Related Form 5500 pages