Shippensburg, 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, Shippensburg, PA has 18 loaded benefit plan(s) reported by 6 plan sponsor(s), with $364,536,938 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $364,536,938
- Total reported liabilities (EOY)
- $242,444
- Total reported net assets (EOY)
- $364,294,494
Contributions & income
- Employer contributions
- $10,339,263
- Participant contributions
- $7,690,363
- Total income / additions
- $61,827,829
Expenses & distributions
- Benefits paid / distributions
- $20,880,018
- Total expenses
- $22,746,607
- Net increase / (decrease)
- $39,081,222
Coverage
- Total reported participants
- 6,624
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shippensburg, 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 |
|---|---|---|---|
| Volvo Investment Plan | Volvo Construction Equipment North America, LLC | $230,083,922 | 2023 |
| Volvo Retirement Plan | Volvo Construction Equipment North America, LLC. | $109,449,970 | 2023 |
| The Beistle Company Employee Stock Ownership Plan | The Beistle Company | $13,850,028 | 2023 |
| The Beistle Company 401(K) Plan | The Beistle Company | $10,818,840 | 2023 |
| Daddy Shark, Inc. Retirement Plan | Daddy Shark, Inc. | $323,698 | 2023 |
| Shippensburg Physical Therapy And Sports Medicine, LLC Employee Benefit Plan | Shippensburg Physical Therapy & Sports Medicine, LLC | $10,117 | 2023 |
| New Visions Of South Central Pa, Inc. Employee Benefit Plan | New Visions Of South Central Pa, Inc. | $363 | 2023 |
| Orrstown Financial Services, Inc. Medical Plan | Orrstown Financial Services, Inc. | $0 | 2023 |
| The Beistle Company Group Vision Insurance Plan | The Beistle Company | not reported in the loaded dataset | 2023 |
| The Beistle Company Group Life Insurance Plan | The Beistle Company | not reported in the loaded dataset | 2023 |
| Volvo Options | Volvo Construction Equipment North America, LLC | not reported in the loaded dataset | 2023 |
| Volvo Retiree Benefit Plan | Volvo Construction Equipment North America, LLC | not reported in the loaded dataset | 2023 |
| Group Insurance Plan Clark Michigan Company Retired Salary Employees | Volvo Construction Equipment North America, LLC | not reported in the loaded dataset | 2023 |
| Volvo Construction Equipment North America Severance Plan | Volvo Construction Equipment North America, LLC | not reported in the loaded dataset | 2023 |
| Volvo Road Machinery Retiree Plan | Volvo Construction Equipment North America, LLC | not reported in the loaded dataset | 2023 |
| Group Dental Insurance Plan | The Beistle Company | not reported in the loaded dataset | 2023 |
| Group Health Insurance Plan | The Beistle Company | not reported in the loaded dataset | 2023 |
| Orrstown Financial Services, Inc. Group Health Plan | Orrstown Financial Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Shippensburg → · Shippensburg plans by participants → · Shippensburg plans with financial data → · Shippensburg plans with provider compensation → · $1B+ plans in Shippensburg →
Related Form 5500 pages
- All PA Form 5500 filings
- Volvo Investment Plan (plan 004)
- Volvo Construction Equipment North America, LLC — all reported plans
- Volvo Retirement Plan (plan 003)
- The Beistle Company Employee Stock Ownership Plan (plan 002)
- The Beistle Company — all reported plans
- The Beistle Company 401(K) Plan (plan 003)
- Daddy Shark, Inc. Retirement Plan (plan 001)
- Daddy Shark, Inc. — all reported plans
- Shippensburg Physical Therapy And Sports Medicine, LLC Employee Benefit Plan (plan 501)
- Shippensburg Physical Therapy & Sports Medicine, LLC — all reported plans
- New Visions Of South Central Pa, Inc. Employee Benefit Plan (plan 501)
- New Visions Of South Central Pa, Inc. — all reported plans
- Orrstown Financial Services, Inc. Medical Plan (plan 507)
- Orrstown Financial Services, Inc. — all reported plans
- The Beistle Company Group Vision Insurance Plan (plan 503)
- The Beistle Company Group Life Insurance Plan (plan 502)
- Volvo Options (plan 501)
- Volvo Retiree Benefit Plan (plan 502)
- Group Insurance Plan Clark Michigan Company Retired Salary Employees (plan 503)
- Volvo Construction Equipment North America Severance Plan (plan 530)
- Volvo Road Machinery Retiree Plan (plan 540)
- Methodology
- Data sources