Troy, 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, Troy, PA has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,317,122 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,317,122
Total reported liabilities (EOY)
$167,541
Total reported net assets (EOY)
$7,149,581

Contributions & income

Employer contributions
$2,554,524
Participant contributions
$1,017,669
Total income / additions
$4,532,915

Expenses & distributions

Benefits paid / distributions
$2,173,601
Total expenses
$2,981,986
Net increase / (decrease)
$1,550,929

Coverage

Total reported participants
1,144
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Troy, 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 Troy, PA
PlanSponsorReported assets (EOY)Year
Martha Lloyd Community Services Retirement Savings PlanMartha Lloyd School, Inc.$4,255,7472023
Control Tech Ltd Usa 401(K) PlanControl Tech Usa Ltd.$1,942,1242023
Martha Lloyd School, Inc. Welfare Benefits PlanMartha Lloyd School, Inc.$1,119,2512023
Martha Lloyd School, Inc. Group Insurance PlanMartha Lloyd School, Inc.not reported in the loaded dataset2023
Cummings Lumber Company, Inc. Flexible Benefits PlanCummings Lumber Co., Inc.not reported in the loaded dataset2023
Control Tech Usa Ltd. Health And Welfare PlanControl Tech Usa Ltd.not reported in the loaded dataset2023

Related Form 5500 pages