Oakmont, 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, Oakmont, PA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $80,864,869 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$80,864,869
Total reported liabilities (EOY)
$10,175,879
Total reported net assets (EOY)
$70,688,990

Contributions & income

Employer contributions
$4,427,451
Participant contributions
$3,490,632
Total income / additions
$20,455,793

Expenses & distributions

Benefits paid / distributions
$8,881,622
Total expenses
$9,691,170
Net increase / (decrease)
$10,764,623

Coverage

Total reported participants
4,667
Plans with financial statements
8
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakmont, 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 Oakmont, PA
PlanSponsorReported assets (EOY)Year
Presbyterian Seniorcare Dc Pension PlanPresbyterian Seniorcare$20,745,2042023
Thermo-Twin Industries, Inc. KsopThermo-Twin Industries, Inc.$16,933,0652023
Presbyterian Seniorcare Retirement PlanPresbyterian Seniorcare$14,100,4332023
Chelsea Building Products, Inc. Retirement Savings/401(K) PlanChelsea Building Products, Inc.$12,657,5462023
Vorteq Coil Finishers, LLC Profit Sharing And Savings PlanVorteq Coil Finishers, LLC$10,978,8812023
Oakmont Country Club 401(K) PlanOakmont Country Club$5,433,2162023
Carload Express, Inc. Group Medical PlanCarload Express, Inc.$16,5162023
Equiparts Corporation Employee Stock Ownership PlanEquiparts Corporation$82023
Presbyterian Seniorcare Network Welfare And Fringe Benefit PlanPresbyterian Seniorcarenot reported in the loaded dataset2023
Chelsea Building Products Inc Health And Welfare Benefit PlanChelsea Building Products Incnot reported in the loaded dataset2023
Vorteq Coil Finishers, LLC Health And Welfare PlanVorteq Coil Finishers, LLCnot reported in the loaded dataset2023

Related Form 5500 pages